Recording Sales and Service Charges

The Clinic Charges button in the visits area of the patient visits form allows you to record charges for services, sales of miscellaneous items, and drug sales. You can select items and enter the quantity sold for AdHoc Sales, Drugs, Administered Drugs, and Services. The totals for each of these items are recorded in the database, and the patient visits form will be updated with the current totals.

The AdHoc Sales, Drugs and Services buttons allow you to add a new item or service, or to change prices. The updated item(s) will be immediately available in the drop-down lists. This ability is especially useful when you are first setting up the system, as you don't need to navigate away from what you were doing to create a new item or service.

When you are finished recording sales and services, you can click the Invoice button - which will display the form shown below. You can enter the amount paid here. When the amount paid is entered, a confirmation dialog will open, requesting that you confirm the transaction. It is important to note that once confirmed, tax records will be automatically created for this invoice, and inventory will be adjusted.


You must enter an amount paid in order to create the tax records. If payment is to be deferred, simply enter 0 for the amount paid. You can record a partial or full payment at any time, and the appropriate tax records will be created for you. When you create an invoice and enter an amount paid, the sales tax record will be reported for the tax period that includes the invoice date - even if the amount paid is entered as zero.

The discount check boxes will only be displayed if you have entered discount amounts in the Clinic Information form. The Discount Amt. textbox is only displayed when you have applied a discount to the invoice.

The invoice can be printed with the click of the button in the Invoice form. The image below is an example of the full-size invoice.



If you are using a thermal receipt printer, your invoices will look similar to the image below. You can select whether to use a receipt printer in the Inital Setup->Edit Clinic and Doctor Information form.