Producing a Summary Invoice for one customer only
This will produce an invoice for all the jobs in the given period for one customer.
To run the report for several customers use the Batch Report Manager instead.
To run the report for one customer
| • | Select a customer onto the Main Form (we will use Beresford 455 for our example) |
| • | Use Report menu > Customers > Summary Invoice |
| • | Enter the First Date of the period to run the report for |
| • | Enter the Last Date of the period to run the report for |
If we chose to run the Summary Invoice (monthly) instead, you would only need to select which full month you wish to run the report for.
| • | Click OK |
Patient names will appear on invoices and statements in the format specified in Control Centre > Setup Wizard > Other Settings > Usual patient name format for external reports. The default setting is to show title, first name, surname, reference (T F S R) but this can be altered, for example if you only wish to show a patient reference or the patient's initials.
Produce a Customer Statement for one customer only
This will produce a statement of account for the given period for one customer. To run the report for several customers use the Batch Report Manager instead.
| • | Select a customer onto the Main Form (we will use Beresford 455 for our example) |
| • | Use Report menu > Customers > Statement |
| • | Enter the First Date of the period to run the report for |
| • | Enter the Last Date of the period to run the report for |
If we chose to run the Statement (monthly) instead, you would only need to select which full month you wish to run the report for.
| • | Click OK |
Patient names will appear on invoices and statements in the format specified in Control Centre > Setup Wizard > Other Settings > Usual patient name format for external reports. The default setting is to show title, first name, surname, reference (T F S R) but this can be altered, for example if you only wish to show a patient reference or the patient's initials.
MyDentist / IDH invoicing
MyDentist/IDH requires that you send them a CSV invoice file, which they can process using their software. Transactor provides the tools to do this via the EDI Invoicer, which is part of the Commercial Module add-on.
Before you can create CSV files to send to IDH, there is some configuring involved which we will not cover in this tour. Details can be found in the user guide or via our step-by-step helpdesk article:
Configuring Transactor for MyDentist/IDH invoicing
Also see