$0 service NOT marked as UNINVOICED
under review
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Chris Cox
Right now, when we have $0 as the price of the service, the appointment is marked as "uninvoiced"... We need an option for a FREE service that doesn't require an invoice. It should automatically be deemed as "Paid".
All of our initial services are "Free Consultations" and the rest are included in service packages (for the most part). It's a pain to invoice and enter payment as $0 for each and every one. Very inefficient for my team.
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Bruce G. Reynolds III
My workaround for this, when we have a patient who we either see pro bono or (for example) someone who may have had a last minute reschedule and we had already charged them and agreed to see later for free is the following.
I create the invoice, then click on "more" and "add note" explaining reason for $0 charge (for our record-keeping). Then, go to "invoice actions" and "edit invoice," click on the blue-hyperlinked "Discount" and I apply a 100% discount. This takes it down to $0, and then you can just Enter Payment and Record as paid with "Other" as the payment source. It will show up as invoiced and "PAID" but no cost to the patient.
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Sarah S
Agreed! i do consultations and also pro-bono sessions for clients. this would be helpful.
Tyson Edwards
under review
Tyson Edwards
So maybe a setting on the service to set as "Free". If this setting is enabled, the invoice would automatically be set as Paid.
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Chris Cox
Tyson Edwards: I believe that would be sufficient. Thank you!
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Lorena Garza
Yes I have this issue a lot and it effects our income reports not a fan