Invoicing: General

This chapter will deal with billing your clients for work you've entered on the clinical screens. In an average practice the range of considerations which must be taken into account when billing clients is vast, so Premvet 5 is designed to be as flexible as possible while remaining easy to use. Over the course of the chapter we will discuss issuing estimates for work; discounting or surcharging services and products; and the production of invoices to suit each type of client.

The billing approach with Premvet 5
It's possible to produce bills from the screens you've already encountered in Premvet 5 - the management record card and the clinical screen. But these bills are intended merely as a note of amounts outstanding. The true value of using a practice management system is time-saved through automation: and here we are concerned with identifying customers who owe the practice money and dealing with their account appropriately. Premvet 5 accomplishes this through a separate process - Invoice Production - which is designed to complete at monthly intervals during the billing run.

The program will trawl through each client account identifying outstanding amounts and dealing with them according to your preferences. Small animal clients, for example, will not need as detailed a bill as a stud-farm owner. Therefore they can be sent a kind of 'stripped down' invoice called a fee note. Clients who've neglected to pay their previous bill can be sent progressively stern demands for payment automatically - and all invoices and communications can be customised to reflect the image of the practice.

In short, we recognise that the billing requirements in your practice will be unique to your practice; so we won't furnish this chapter with examples you may find irrelevant. Instead, we'll describe the full functionality and flexibility of Premvet 5's billing capabilities so you can decide the best way to implement them.

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