How do I exclude treatments from a new invoice?

Overview

Sometimes you may need to exclude certain treatments from an invoice. This may be necessary when there are a number of treatments from different dates, and you wish to exclude older treatments from this particular invoice. Here's how to do it.

Steps

1. Go to the patient's file and click on Treatment.                                                                                               
   
   
   
   
2. Click on Create Invoice.
                                                                                                                                                                  
   
   
   
3. Click on Exclude on the treatments which you wish to remove from this invoice.                                                                                                                                                                                                            
   
   
4. Click on Continue to Payment and process the invoice as per usual.
                                                                                                                                                                           

Learn about some of the advanced invoice functions available in Core Practice.                                                        

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!