Description
This Quick Guide explains how to create a default setting in Administration allowing two or more actions to be performed whenever an invoice is finalized in the Billing module.
Steps
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From the More Menu above the Sidekick, click Administration.
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In the Administration menu, within the Billing Management drop-down choose Billing Configuration.
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The Billing Configuration module will open. Click Go after Default Finalize Invoice Action.
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The Default Finalize Invoice Action drop-down will open.
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The drop-down options will create the following actions:
Drop-down Option Action Go Finalize the invoice Print Print the invoice Pay Display the payment window Adjust Display the invoice adjustment window Send an E-Claim Create an electronic claim Send an Advanced Claim Display the advanced claim window allowing you to enter additional information Send a Manual Claim Create a manual claim in a new tab Send an E-Claim + Pay Create an electronic claim and display the payment window Send an Advanced Claim and Pay Display the advanced claim window and then the payment window Send a Manual Claim and Pay Create a manual claim in a new tab and display the payment window
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From the drop-down, select one of the default options.
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The new default will display in the Billing module when an invoice is displayed and the designated actions completed when the invoice is finalized.
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To change the action for a specific invoice, click on the default action and choose the new option before the invoice is finalized.
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