How to record and track payments from other sources that are not directly from the patient or the CCG. These could include child clinic vouchers, Accor vouchers, diabetic/glaucoma/cataract screening etc payments and other outside payments.

Setting Up:

• Go to Lists and click on the Invoiced button.
• Enter the names of the payments you will expect to receive money from eg. Local Hospital, Diabetic Screening, Cataract Referral etc. If you insert the amount after the name such as Diabetic screening £39.00 then it will automatically insert that amount on the dispensing screen. (Only put in the amount if it is VAT exempt. eg payment for an examination).

Using Invoiced List:

• Add a dispense as usual.
• Halfway down the left side of the dispense screen there is a dropdown list called “Owed by”. Use the dropdown list to choose who is paying you. eg. Clinic voucher
• Insert the amount owed into the Exam or Specs box.

To view outstanding amounts and to tick them off when you receive payment

• Go to Main Menu and click on the Invoiced button.
• Click on “Unpaid”.
• Tick the ones that you have been paid for and insert the date that you were paid.