To print and bill an individual invoice, do the following:
Open NextGen® Enterprise PM.
Select Account.
The Account Lookup window opens.
In the Employer/Last Name field, enter the employer name.
Select Find.
The employer displays in the Account List section.
Double-click the account.
The Account Profile window opens.
Select the Inv Summary tab.
Select the invoice to be billed.
Select Open Menu > Print > Invoice.
The Demand Invoice window opens.
Review the default Invoice Options and make modifications, if needed.
Note: The default settings are selected in Practice Preferences > Invoices. The defaults for Minimum Invoice Amount and Include Invoices of Status do not apply when printing an individual invoice.
To preview the invoice, select Preview.
To print the invoice, select Print.
When the Update Invoice Dates and Billing Status check box is selected, a message appears that all [n] invoices are printed correctly.
Do one of the following:
If the invoice prints correctly, select Yes.
The system do the following:
The invoice status changes from Unbilled/Rebill to Billed.
The Final Date is updated to reflect the date the invoice was first printed/billed.
The Bill Date is updated to reflect the date the invoice was last printed/billed.
The Last Invoice Print Date and Next Invoice Print Date are updated on the Account Profile > Properties tab.
If the invoice did not print correctly, select No.
The status and dates listed above are not updated.
