Next Gen - Search Invoice

Next Gen - Search Invoice

Navigation 


Go to Money Manager >> Search Invoice.

On this page, you will have the option to search the Invoice with the Invoice ID/Client name.




After searching the Invoice with the Invoice ID/Name of the client, the list will be populated accordingly.

For the Overdue Invoice, you will have the option listed below.
View the Invoice on a PDF file.
Email the invoice to the client
Print the Invoice.

For the Paid invoices, you will have the options listed below.
View the Invoice on a PDF file.
Email the invoice to the client
Print the Invoice.
Edit Invoice (you can only change the name of the provider)
Return Plan items.

    • Related Articles

    • Next Gen - Search Invoices

      Step 1: Go to Money Manager Step 2:  Select  the "Search Invoice" option Step 3: This page will help you search the Invoice using the Invoice number.
    • Next Gen - Search Receipt

      Navigation :  Go to Money Manager >> Search Receipt. On this page, you will have the option to search the Receipt with the Receipt ID/Client name This report will also show you the payment type that was used to collect the Invoice balance and the ...
    • Next Gen - Clients & Patient Search

      How to Search Client's & Patient's on Next Gen ? Please find the types of client's & patient's search: 1: Client ID 2: Client First & Last name 3: Client registered E-mail ID 4: Client Register Phone Number 5: Patient Record No 6: Patient Name 7: ...
    • Next Gen - Transfer Patient/Pet to another Owner

      In order to transfer Patient/Pet to another Owner, please access the Pet/Patient's file. On the Patient's Dashboard - Under Reports/Logs, you will find the option "Transfer Patient" as shown Below. 1>>  Click on the patient's name. 2>> Under ...
    • Next Gen - Changing a Provider on a Plan Item before Invoicing it

      Step 1: Search for Patient Step 2: Click on Plan Step 3: Perform a plan by selecting  a plan item for the drop down Step 4: Click on  "Provider" and select a provider from the drop down, before invoice is done.