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Creating Invoices for Clients with Insurance

To create an invoice for a client who has insurance

From the navigation menu, select “Sales“.
Select “Create Invoice“.
Input the invoice details
- Method: Select the invoice’s client delivery method using the drop-down menu; Print(Offline) or Send via Email.
- Client: Select the client you wish to issue the invoice to using the drop-down menu.
  - Note that the client needs to be assigned an Insurance Agent and Class to reflect in the invoice, for more information, please refer to the tutorial “Assigning an Insurance Agent and Class to a Client“.
Input the item(s) purchase details
- Item: Select the product/ service you wish to invoice the client for by clicking the down-arrow and selecting or searching using the drop-down menu.
  - Note that the product/ service you have added needs to be assigned a category that is already set in the insurance class information.
    - For more information, please refer to the tutorial “Adding an Insurance Class“.
  - In case the client has insurance, you will find the payment details fields instantly updated based on the Insurance Agent & Class information and co-payment percentage.
    - “Unit Price“: Displays the price of a unit after the insurance co-payment percentage has been deducted (in case the product/service price is pre-set in the item information).
      - Input the “Unit Price” in its input field if it was not pre-set, you’ll find the price updates with the co-payment application as you press Enter.
    - “Quantity“: Add the quantity of the product/ service that the client has purchased.
    - “Discount“: Input in screen or added automatically in case it has been set in the assigned Insurance Class.
    - “Copayment“: Displays the amount that the insurance agent covers based on the insurance agent copayment percentage set in the Insurance Class.
    - “Old Unit Price“: Displays the price of the product/ service before the insurance co-payment percentage application.
    - “Subtotal“: Displays the net amount that the client has to pay after the application of the co-payment and the discount(if set) of that item.
      - Click “Add New Line” to add another product/ service”.
- “Total“: Displays the total net amount that the client has to pay after the application of the co-payment and the discount(if set) for all items.
Add invoice notes/ terms of payment.
Check the “Already Paid” checkbox if the client has already issued payment for the invoice by selecting the payment method and entering the reference number of the payment
- Cash: In case the client has paid by cash.
- Cheque: In case the client has paid by cheque.
- Bank Transfer: In case the client has paid the invoice amount through bank transfer.
- Cash on Delivery: In case the client has paid at the time of the product’s delivery.
Click the Save button based on your preference
- Save & Don’t Print
- Save & Print
- Save as Draft
  - For more information on creating invoices, please refer to the tutorial “Creating an Invoice“.

Note

Having created the invoice with the insurance application, you can view the insurance agent’s side of due payments based on the co-payment set in the insurance agent profile.
- For more information, please refer to the tutorial “Viewing the Insurance Agent’s Invoices“.

Creating Invoices for Clients with Insurance

To create an invoice for a client who has insurance

Note

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