Fees can be created and managed in the Inventory module. Once a fee item has been created, it can then be applied to an invoice or attached to an existing item to then be factored into that item's price (i.e. dispensing, blood draw, hazardous waste fees etc.)
To create a new fee item:
Navigate to the Inventory module
Click on the "New Item" button in the blue navigation bar at the top
Enter the name of the fee in the 'Name' field (it is recommended to also enter the price in the Name if you have multiple dispensing fees as this will make it easier to identify later)
Select the appropriate subcategory under the Administrative Fees category - This is a required step in order to attach the fee to an item later.
Enter the price of the fee in the Base Price field
Click "Save + Done"
For more details on how to create new items, see the full article here: Adding and Item to Inventory . |
Applying Fees
After the fee has been created in the Inventory module, it can be applied to individual items on the invoice or applied directly to the invoice.
Applying a fee to an item on the invoice:
Add an item to the invoice
Click on the box in the "Fees" field
Select the desired fee(s)
Click on "Save + Done"
Adding a fee as a line item on the invoice:
Go to the invoice
Click on "Items" then "Add New Item"
Search for the desired fee item
Click "Save + Done"
Attaching a fee to an item's profile
Once the fee has been created in the Inventory module, it can then be attached to an item's profile to automatically be included in the price that the client will be paying.
To attach a fee to an existing item in the Inventory module:
Navigate to the item that you wish to add the fee to
Click on "Edit Item"
Click on the box in the "Fees" field
Select the desired fee(s) from the drop-down list
Click on "Save + Done"