Creating an Invoice
Creating an Invoice with Express Checkout
Using the Express Checkout dashboard card can significantly speed up invoice creation. This feature allows you to select recommended items or services booked by the patient to automatically populate an invoice.
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Creating an invoice this way will automatically choose a dispensary for you. However, if you have more than one dispensary connected to your account, you might need to change the dispensary under the Select Dispensary column.
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From the Dashboard, click on a patient’s name to open their Express Checkout view. You will see a list of all billable services, items, and diagnoses.
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Click on each billable item you want to include to highlight it, and then click the green New Invoice button.
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The invoice will be pre-filled with the patient’s information. Scroll down to the Products and Services section to confirm all items are correct. To add more items, click —SELECT PRODUCT OR SERVICE—.
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If you run out of rows of billable items, you can press the blue + button to add more rows.
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Scroll down to the Payments section and choose a payment method. To add multiple payment methods, click the blue + button.
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If a customer wants to use more than one method of payment, you can click the blue + button to add another payment method.
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When you are finished, click the Save button.
Creating a Blank Invoice
You can also create a blank invoice from either the Dashboard or the Dispensary.
Creating an Invoice From the Dashboard
In the Express Checkout section, select the correct Dispensary Account from which to create the invoice, and then click the +New button.
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Creating a new invoice from the Xpress Checkout section of the Dashboard.
Creating an Invoice From the Dispensary
- Open the Dispensary by selecting Dispensary from the main navigation menu.
- Once in the Dispensary, ensure the correct dispensary is selected on the right side of the screen.
- On the Transactions Page, click the +New Invoice button to create a new, blank invoice.
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Create a new invoice from the Dispensary Transactions page.
Troubleshooting
How do I email an invoice to my client?
When you’ve finished filling in the invoice, click Save and Send at the bottom of the invoice editor instead of plain Save. OutSmart prompts you for a subject line and a message before sending. The email goes to the patient’s email address on file with the invoice attached as a PDF.
If you’ve already saved an invoice and want to email it after the fact, open the invoice from the Transactions Page and click Save and Send again — the system re-sends the invoice email.