Types


There are two main types of invoice, Standard Invoice and Crystal Invoice.


Note that duplicate invoices will print out as the type they were when raised, to ensure they look similar to the original. Some options may effect the look though so they will not be strictly identical.


Standard Invoice


This is the default Medilink invoice type. It has a classic simple style.


Crystal Invoice


This is the relatively new type of Medilink invoice. It has a different more modern look and more information on it - for example, an area to collect credit card details.


Practices with custom invoices need to use this type.


To enable:


  • Accounting Screen -> File Menu -> Printer Options -> Document Type: Invoice
  • Use Crystals - Ticked on for Crystal style invoice, otherwise will print Standard Invoice

Header Options


TBA.


Payment Options


Provider Details


  • Accounting Screen -> File Menu -> Change Details -> Provider Details
  • Highlight a provider and click Edit Provider
  • The Qualifications areas can be used to put custom messages that will be printed under the header of invoices.
  • Click Bank/EFT
  • Fill in the provider or payee provider's banking details.


Standard Invoice


Footer Details


  • Accounting Screen -> File Menu -> General Options
  • Make Cheques To: Adds the line "Make Cheques To xxx" to the footer of unpaid invoices.
  • EFT: Adds "EFT xxx" to the footer of unpaid invoices.
  • No credit card option (only available using Crystal Invoice).


Sample:


Sample Standard Invoice Payment Options


Custom Message


  • Accounting Screen -> File Menu -> Accounting Setup -> Stationary Messages
  • Fill in the Invoices and Duplicate Inv with your custom message. For example, you might fill in payment options here.

Sample:


Crystal Invoice


  • Accounting Screen -> File Menu -> Printer Options -> Document Type: Invoice
  • No Amex - Hide the Amex option.
  • EFT - Print EFT details


Sample:


Sample Crystal Invoice Payment Options