We have just released a big update for Cliniko. This update contains a lot of requested changes for invoices.
"Invoice to" is now separate to patient and editable
The "invoice to" part of the invoice is now editable (it used to show the patient name and address and not be editable). This is great if you need to send the invoice to someone other than the patient (eg. insurance company). We still have some more changes to come to make this even easier, but you have a lot of flexibility now.
Patient extra invoice information
You can now add extra information about the patient to the invoice (eg. a claim number). This can be done on each individual invoice, you can also add this to the patient record so that it appears on all of their invoices by default.
Invoice title is configurable
Previously all invoices had the title "Tax Invoice", you can now change this to whatever you want. I know some of our users internationally will use just "Invoice". You can change this on the invoice settings page in the settings area.
Provider # is optional
Provider # will no longer show on the invoice if you don't have a provider number for the practitioner. Previously it would show the heading but no number.
Heading sizes altered
Some of the headings on the invoice have had their size slightly altered so that it looks a bit nicer.
Renamed "Email" invoice button
The button to email invoices to patients has been renamed from "Email" to "Email to patient". This is to ensure the function is clear, particularly now that you can specify the "Invoice To" information on the invoice.
Note: This button only appears for invoices where the patient has an email address.
You can now enter a practitioner designation. You might put "Chiropractor", or perhaps you have an association you need to list along side your name. This will appear under the practitioners name on the invoice. Practitioner designation may not be the best name for this, if you have any better idea, please do let me know in the comments below.
You can set this for each practitioner by going to the Users and Practitioners page in settings and editing the practitioner.
Edit invoice close date
Cliniko tracks the date an invoice was closed, now you can edit this date if needed. Any time you edit an invoice that is closed, you will have the option to change this date.
We also fixed an issue that was causing the payment page to display incorrectly if you only had a couple of payment types set up.