Create custom invoices

Create a customised invoice for a practitioner that includes their own header and footer information. This is useful if the practitioner is not an employee and/or is paid directly into their own bank account.

Video guide

Step 1 - Enable customised invoices

The step enables the use of custom invoices at a branch. Once enabled, customised invoices will be used for practitioners that have them, and the branch invoice will be used for practitioners who do not.

To enable customised invoices:

1. Go to Zedmed's Management tab.
2. Select Practice Setup > Branches.
   The Practice Details screen will open.
3. In the Name field, select the branch.
4. Select the Options button.
   The Branch Options screen will open.
5. Select Customised in the Invoice Header drop-down field.

   

6. Select Close to save.
7. Repeat the steps for each branch as shown in step 3.

Step 2 - Add a practitioner's custom text/image

This step adds the header, footer and image (banner) to be used in the practitioner's invoices. 

1. Select Practice Setup, then Doctors > Find Treating Doctors.
   The Find Doctor Detail screen will open.
2. In the Dr Code field, select the doctor's initials.
3. Select the Invoice Header/Footer button.
   The Invoice Editor will open.

   

4. Enter the practitioner's custom header text.
   What to enter
   Because the default header is being replaced, ensure the invoice still contains the required information for a tax invoice.
   1. Enter the custom Text into the default Header text box
      How to enter the text
      •    Use the editor's format and alignment options to set the font, size, position, etc.
      •    Use your keyboard's space bar to move text to the right (no tab).
      •    Test-adjust what is entered so the invoice displays and prints as intended.
   2. Tick the "Replace invoice header with the text" option on the bottom left.
5. Header Option: Add a banner image to the header instead of custom text ( Zedmed v39 and later).
   The image must be a JPG with a maximum size of 147px x 714px and will be used in place of the custom header text.
   
   1. Select the Image tab.
   2. Select Upload to locate and select the image.
      Cloud users will need to upload the file to Temporary Files first.
   3. Tick "Replace invoice header with this image" on the bottom-left.
   4. Select Preview to check that the image displays as intended.
   5. Select OK to save.

      

6. Enter the practitioner's custom footer text.
   1. Select Invoice Footer.
      The Invoice Footer Editor will open
   2. Enter the practitioner's custom footer text.
      This will often be remittance advice and payment information. You should check the branch footer text for guidance.
   3. Select Enable Custom Invoice Footer for this branch to use the footer for receipts and in the Account Inquiry screen - not just the original invoice.

      

7. Select Close to save and exit.

Step 3 - Add an invoice message (optional)

You can use the Invoice Message field to further customise an invoice for a branch. This is the yellow box on the lower part of the invoice and can contain information you want to stand out. It is not for a specific practitioner but it can be used to add important information.

To add an Invoice Message:

1. Go to Zedmed's Management tab.
2. Select Practice Setup > Branches
   The Practice Details screen will open.
3. In the Name field, select the branch.
4. Select the Options button.
5. Select the Invoice Message button.
   The Invoice Message field will open.
6. Enter the message you want to appear.
   For example - 'TAX INVOICE' if this is not in your header.
7. Select Show on Invoice Reprint if you also want the Invoice Message to appear on invoice reprints.

Step 4 - Check the invoice

View and print a test invoice to ensure it displays as intended.

We recommend checking:

• The invoice information matches the selected practitioners (if you are setting up multiple practitioners ).
• The invoice is correct for each branch (if you have multiple branches). 
• The invoice meets the requirements for a tax invoice (check with the accounting staff/specialist if you are unsure).