GP-Billing allows bills to be created and saved in draft form as part of a workflow process in the practice.

From the [Billing] dashboard, click the [Create Bill] button.

Use the following buttons to find or add the patient or business account:

      Synchronise with the currently selected patient or business in the clinical system

      Search for a patient or business that already has an account in GP-Billing

      Add a new billing only patient or business to GP-Billing

To add items to the bill, click the [Add Items] button and select the items from the price list. Each time an item is clicked, it will increment the quantity, alternatively the quantity can be set using the  selector.

The price list can be filtered using the  button and sorted by clicking the column header.

Once the items have been selected, click [Ok].

If the required items are not listed, click the  button to add them to the price list.

The [Description], [Price] and [Discount] can be modified before saving the draft bill.

To remove items from the bill, click the  button.

To add notes to the bill, click the [Notes] tab.

[Audit Notes] are for internal purposes, whereas [Additional Info] will be shown on the invoice.

Once the bill details have been completed, select [Save Draft] using the  dropdown list.

To see a list of draft bills, click the [Draft Bills] button on the [Billing] dashboard.

The draft bills can be filtered using the  button, searched using the  button and sorted by clicking the column header.

Use the [Actions] dropdown list to view/modify the bill, print an estimate or delete the draft bill.

If you try and create a new bill for a patient or business and a draft bill already exists in GP-Billing, the system will prompt if this is the bill to use. Select the required bill and click [Ok] otherwise click [Cancel].