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.


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

* 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:

  1. Click on Schedule to the left
  2. Select a therapist schedule
  3. Click on the pencil icon in the appointment where you want to add a note
  4. Add your note in the Notes section
  5. 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