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 - 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 - 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 - General invoice Setting

      Navigation :  Go to  - Clinic Settings restricted >> Invoice. This will help you with the General Invoice settings for the clinic. Please check and UN-check any of the options according to your requirement and click on Apply.
    • Next Gen - Reminder

      Next Gen- How to set up a Reminder under reminder management? Navigation:  Go to : Preferences >> Reminders  Once you're on this page, you will have the options listed below. 1>>  Search for the Reminder created. 2>> Add reminders (More information ...