Combined Invoice

In Medexa, you have the option of being able to combine invoices. You will be able to associate invoices between them.

See the list of combined invoices

To do this, you must go to "Billing > Combined invoices".

In this next page we will have the list of combined invoices for a given period.

If we select one of the combined invoices from the list by clicking on it, we will be able to see the invoices that have been associated with each other (left section in the image above).

For example, for combined invoice #75, this will contain invoices #1908 and #1909.

In this same section we will have several options:

• Batch payment: allows batch payment
• Edit: Allows you to open the window that allows you to configure the combined invoice
• Send: Offers the option to email the combined invoice (includes PDF)
• Preview: Preview combined invoice
• Print: allows you to print your combined invoice
• Download: allows you to download your combined invoice in PDF
• Delete: allows you to delete the combined invoice

Combine invoices

If you want to combine invoices between them, you will have to click on the button (+) Combine invoices

Here a new page will be displayed (see below)

If we want to associate invoices with each other, we must:

1. Search for invoices in a given period and click on Execute
2. Choose the invoices to associate by clicking on (+) next to the invoices
   1. This will select the invoices and display them on the right amount
   2. This will give the total balance of the two selected invoices

3. Click on Configure and create combined invoice
   1. A new window will open presenting several options:
      1. Due date: Due date of the combined invoice that will be created
      2. Billing date: Invoice invoice date
      3. Bill to: Allows you to choose between two options:
         1. Patient
         2. Third-party payer
      4. Patient or Third-party payer: Displayed according to the previous choice
      5. Point of service: Choice of service point
      6. Language: Combined invoice language
      7. Description: Combined Invoice Description
4. Click on Save changes
   1. A new combined invoice will be created.