Skip to main content

How do I create an invoice from a quote?

  • Updated

If the quote that you created for a surgical procedure is still accurate at the time of invoicing (i.e. the item numbers have not changed due to complications that arose during the procedure), you can create a standard invoice directly from the Quotes window.

Open the quote

If you don't already have the quote open, you can access the Quotes window through two different areas in Genie:

  • From the appointment book
    With a patient's surgical appointment highlighted, click the procedure procedure_icon.png icon.
    Note: This will create a new procedure if there is no existing procedure linked to that appointment.
  • From the clinical window
    In a patient's clinical clinical.png file, double-click on an existing procedure or go to Tools > Add Procedure to create a new procedure.

Create the invoice

In the Quotes tab of the procedure, click the Quote Actions drop-down in the bottom-left. Choose the Transfer Quote to Invoice option and a new invoice window will open with all items automatically added.

quote_transfertoinvoice.png

In Genie v9.3.6 and below you will need to use the Invoice button instead.

Assign the account holder in the top-left of the invoice (e.g. Self, Bulk Bill, Health Fund, etc.) and apply any deposits to the invoice using the apply_deposit_red.png button.

ECLIPSE invoices

If you are needing to create an inpatient medical claim for the patient through ECLIPSE, you will need to manually transfer the item numbers to an IMC invoice using the Billing > IMC Invoice Wizard workflow.