Multibilling has now a new feature that will allow you consolidate extensions for services and products and to bill them automatically in Consolidated Invoice. This without leaving Multibilling and without replacing the current user flow for performing payments.
Here you can check our latest billing improvement (see also demo for more) :
First you must select an encounter with charges for services and products in Multibilling :
Confirm that charges were assigned to their corresponding extension, which could be one or more extensions.
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To continue, you must process every extension and create their sales receipt, click on gear icon to create them:
You will see a confirmation message and the extension status will change to Processed.
You can go to Payments option (context menu) to collect them, payments for this extension were generated as Accounts Receivable.
If you have two or more extension, create their sales receipt.
2. Once you're done, you will see a new option in context menu called Consolidate Extensions:
3. You will be taken to Consolidated Invoice where Header and Details will be automatically filled and their invoice will be generated automatically. To complete, click Process:
Now enter billing date and Save.
Your invoice will be downloaded locally but you can also enter your email address to receive it there:
If you go back to Multibilling, you will see how every extension appears now as billed and they will be associated below with a consolidated invoice number:
With these final steps you will be done creating a consolidated invoice for extensions!
Demo :
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: October 10, 2022.
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