A patient's billing section holds the things that should be on every one of their invoices: who's billed, the concession, the email it goes to. Set it once and stop retyping.

Where they are

Open the patient's record and go to Billing. The top shows what they owe and what credit they hold; below it, Billing settings holds five fields. Select Edit, change them, and save; Billing saved confirms. These need the patient-management or invoice-management permission.

  • Concession type and Referral source: see Assign a concession and Referral sources.
  • Email invoice to: an address used instead of the patient's own whenever an invoice, receipt, credit note or payment link is emailed. Use it for a child whose parent pays, or a patient whose employer or fund is billed. Leave it blank to use the patient's email.
  • Invoice note: copied into the note of every new invoice for this patient, where it prints. For standing terms, such as Payable by the fund within 30 days.
  • Invoice extra info: also copied onto every new invoice, for details such as a claim or membership number that must appear on each one.
The Billing settings on a patient record in edit mode, showing Concession type, Referral source, Email invoice to, Invoice note and Invoice extra info.
Billing settings for a child patient with Email invoice to set to a parent's address and an invoice note about the health fund.

The note and extra info are copied when an invoice is created, so changing them affects new invoices only, and the note on any invoice can still be edited there; the extra info can't. The same section lists the patient's invoices, their Credit history, and the opening balance conversion described in Account credit and opening balances.