Month End Closing

The functionality month-end closing allows you to lock the invoices, that way there won’t be any change applied to past invoices, this was created in order to avoid altering the accounting data after completing your month-end.

However, it is still possible to unlock an invoice using the master code.

I don't have a master code:

If no master code is configured in your service point, you will not be able to use this feature and the following message:

No master code has been configured for this point of service. You cannot make any changes at this time. Please ask the subscription administrator to register a master code in the "My Clinic" configuration

In this case, please make a request to your clinic administrator or configure it by following the steps described in: configure a master code.

Closing a month:

To close the billing of your clinic :

Click on Management on your left menu
Click on the Accounting tab
Click on the subsection Month end closing date
Click on the lock icon on the section related to the the date of closing, located on the top left
Enter the master code
Click on Authorize
Select the closing date
Click on Save

To note : All closing date entries are counted in the section below to offer the clinic an overview of the actions carried out in connection with their month closings.

To edit a locked invoice:

To edit a previous invoice that has been locked with a month-end date entry :

Go to the concerned invoice
Click on the lock icon, located on the top right corner of the invoice
Enter the master code of your point of service
Click on Authorize
Apply your modifications
Click on the lock icon once the modifications are completed

To edit a locked payment:

To edit the payment of a previous invoice that was locked with a month-end date entry :

Go to the concerned invoice
Click on the payment
Click on the lock icon located on the top right corner of the payment window
Enter the master code of your point of service
Click on Authorize
Apply your modifications
Click on the lock icon once the modifications are completed

Add a note in a locked appointment:

To add a note to an appointment that has been locked with a month-end date entered:

Click on Schedule to the left
Select a therapist schedule
Click on the pencil icon in the appointment where you want to add a note
Add your note in the Notes section
Click on Save changes

To note:

A month-end close date blocks invoices with an invoicing date on or before the date selected.
It is not possible to assign an invoicing date earlier than the month closing date for a new invoice.
It is not possible to assign a payment date earlier than the month closing date for the addition of a new payment.
If an invoice is locked by the month-end date, the clinic will only be able to see it / print it / send it.
An invoice automatically locks when you exit it, even if you forgot to re-lock it