Adding Charges or Discounts to an Invoice

You can add either premiums or miscellaneous charges. A premium is specific to a visit, while a miscellaneous charge is specific to an invoice.

Note: A premium can be billable and payable; a miscellaneous charge can only be billable. With that in mind, a premium cannot have a negative balance (i.e. discount). A miscellaneous charge can support both positive and negative balances, so it's ideal for discounts and additional charges alike.

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Adding a premium:

1. Edit Details for the Visit that requires a premium
   
   
2. Click on the “Premiums” tab
   
   
   
3. Click
   
   
4. Select a Premium, enter the Quantity, and add a Description.
   
   
   
5. Click Save
6. If you entered the Visit Details from an Invoice, click the When the invoice is regenerated, it will include the premium

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Adding a miscellaneous charge

This is only available if an Invoice is in a . You must be viewing the Invoice to see the following options.

1. Click
   
   
2. Enter a Description, Reference Date, Quantity, and Rate
   
   
   
3. Confirm the Total matches the expectation
   
   
4. Click Save
   
   
5. Caution: Do not Regenerate the invoice, or the miscellaneous charge will fall off and will need to be re-entered.
   
   
6. You may Edit or Delete the Miscellaneous charge(s) if needed by clicking “Edit” or clicking the down-arrow to select “Delete”
   
   
   
7. The charges/discounts will appear at the bottom of the invoice under 'Miscellaneous Items"