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Invoice Closing
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Invoice Closing

Use this helpful admin guide to learn more about open and closed invoices, and how this affects your Analytical reporting!

Open Invoices

Closed Invoices

Account Ledger

Permissions

Check Out Options

Change Invoice Status

Analytics

EMR Invoice Closing Quiz

Every invoice will display either an open or closed status. You will see the status displayed in the upper right hand corner of the invoice screen.

Open Invoices

When an Invoice is in an Open status, you can add, edit, and void line items. As long as the patient is checked in, the Close Invoice option is not available and is grayed out.


Closed Invoices

Once a patient is checked out, the Close Invoice option becomes available. When an Invoice is in a Closed status, you can no longer add, edit, or void line items. Closed Invoices can only be reopened within 24 hours by going through our current Reopen Visit Process.

💡Pro-tip: Need a refresher on how to reopen visits or invoices? Check out our Careville guide!


Ledger

Invoices viewed in the Account Ledger will display the Status as either Open or Closed.


Permissions

The ability to Close an Invoice is attached to a permission called Close Invoice which is enabled for all users under the “Staff” User Role. If you would like to limit access to the Close Invoice feature, please head to Admin > Staff > Manage > Manage Roles, uncheck the permission from the Staff Role, and add it to a different User Role that you would like to grant the permission to.


Check Out Options

You will now see three different options when checking out a patient.

Check Out & Close Invoice – This checks the patient out and changes the invoice status to closed.

Check Out – This checks the patient out and the invoice remains open. You will then be able to go back to the patient invoice and either Close Invoice or Cancel.

Cancel – This cancels the check out process.


For any staff members that do not have the close_invoice permission, only two options will display at check out.

Check Out – This checks out the patient and the invoice remains open.

Cancel – This cancels the check out process.


Change Invoice Status

You can change the status of an Open invoice after a patient is checked out by navigating to the patient’s open invoice and selecting Close Invoice.


Analytics

The following Analytics Reports will be calculated differently based on the Invoice Closing feature.

A/R Summary – The Accounts Receivable will calculate the sum of Invoice Totals for all closed invoices less payments to calculate the overall Account Balance. Any invoices that remain open after a patient is checked out will not be calculated into the Account Balance sum.

Please Note: All transactions are calculated into the account balance sum, regardless of the status of the associated invoice.

Practice Summary – We have adjusted the reporting timeframe for the Practice Summary report to account for the invoice closing date instead of the check out time. In addition, Total Revenue Invoiced, Total Discount Amount, Average Visit Invoice, and Totals by Status, Breed, Ward, and Service will now exclude all open invoices. Total Tax Collected has been renamed Total Tax Invoiced.

Provider Summary and Details – The Provider Summary and Details report has also been adjusted to only account for closed invoices. Average Invoice, % Total Invoiced by Practice, and Collected Revenue will now exclude all open invoices. Collected Revenue will also only include fully paid closed invoices

Revenue Details – We’ve added an additional column to our Revenue Details report titled Invoice Status which will notate whether the invoice is open or closed. Collected will display if a closed invoice has been fully paid. Uncollected will display for open invoices and closed but not fully paid invoices.


🧠Test your knowledge with our Careville Quiz!


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