Introduction to Invoice Details

The Invoice Details screen contains the current balance, applied payments, and applied adjustments, along with your line item details of the services ordered.  From the Invoice Details screen, you can:

• Pay an Invoice

• Email

• Download

• Filter

• Initiate Disputes

• Click on the under-lined column headings to sort the information in ascending or descending order

• Re-set the order

To access, click the Invoice Number link from multiple locations within the application, such as:

• Invoices, then Listings

• Accounts, then Invoice Reconciliation or Balance Sheet

• Payments, then Account Payment History or User Payment History or Make A Payment or Recurring Payments

• DIsputes, then Dispute Activity or Dispute Detail

When the invoice number is clicked, the Invoice Details page displays or the referring client name displays the main account with a plus (+) to view all related accounts.  Then click inside each referring link to view the invoice details.

1. Click the + to display each sub account, then click the Ref Client Name to view invoice details for the individual sub account.
   
   
   
   
    

2. Click the Ref Client Name to view the invoice details for the account.
   
   
   
   
    

• Click the Pay button to display the Make A Payment screen. See Making a Payment.

• Click the Re-Set button to return the screen to its original display after sorting columns using the column heading links.

• Click the Pricing Dispute button to dispute a test price. See Initiating A Pricing Dispute.

• Click the Specimen check-boxes to initiate a dispute for all tests for that patient. See Initiating a Specimen or Test Dispute.

• Click the Test check-boxes to initiate a dispute for an individual test(s). See Initiating a Specimen or Test Dispute.

• Click PAT or INS under the Transfer To column in order to remove the patient/specimen from the client invoice and create either a patient or third party bill.
  Note: These links only display if the client account has the ability to perform patient and/or client transfers AND the invoice is open. See Transferring Billing to Patient or Insurance.

• Click the Email button to display the Email Invoice screen. See Emailing Invoices.

• Click the Download button to download the invoice in PDF or CSV format. See Downloading Invoices.

• Click the Filter button to display the Invoice Detail Filter screen. See Filtering Invoice Details.