How Do I?
Mark Account as Closed
To close an account. Click Edit Details. An annotated picture showing the Edit Details button. Use the Status dropdown to change the status to Closed.
Import Template File
The import template file can be used to import bills in bulk without additional configuration in GP Billing or the medical system Click the three lines at the top and select the "Apps" button. Select Import Template File. Use the URL at the ...
Viewing Voided Bills
The Service Reconciliation report can be used to view data associated with Voided bills. The Service Reconciliation report If the Bill ID is known, the grid filter can be used to search for it. An image which has been annotated to show the Bill ...
Adding New Items to Price Lists
First open the Administration tab. Then, open the Pricing page. To add an item, select the category, income code and type description then click Add Item. You can then set amounts and VAT rate in each row. For more information on setting up price ...
Using Unallocated Account Credit
Using Deposits or Ad-hoc Credit Notes will leave unallocated credit on accounts. To use this credit, open the payment screen. One of the ways this can be done is by opening the account with the unallocated credit, opening the Outstanding Bills tab, ...
Logging into GP-Billing
Before logging into GP-Billing please ensure that the medical system (such as EMIS or SystemOne) is opened and signed in with your account. Open the GP-Billing application from your computer. The logo and title are shown below. A login screen will ...
Lost Access to Practice Admin Account
If your practice finds itself in a situation where access to all practice admins accounts has been lost, due to staff changes etc. A scanned document on letterheaded paper requesting the deactivation of the old account with the name of the new ...
Logging off GP-Billing
To log off GP-Billing click on your username in the top right of the screen and then click Log off.
Setting an Account as a Practitioner
In order for an account to be set as the practitioner when creating an invoice, the user account must be set as visible from within the Users page. To do this first navigate to the Administration dashboard and click "Users". An image that has been ...
Voiding Transactions
When using GP-Billing a transactions such as an invoice might be raised in error. If this happens it is possible to void the transaction, however, depending on whether or not there are other transactions like payments or credit notes associated with ...
Finding Which Version of GP-Billing is Installed
You can tell which version of GP-Billing you are using from the login screen. If you are unsure how to access this, please read: Logging off GP-Billing. The current version of GP-Billing is 7.27.2 The version number can be found underneath the login ...
Deleting accounts
On GP-Billing accounts with no transactions can be deleted. This can be done using the "Delete Account" button. An Image which has been annotated to show the Delete Account Button. It is not possible to delete accounts with transactions associated ...
How to View All Accounts in GP-Billing
To view all accounts, press the magnifying glass at the top of the page. In the image below this has been circled in red. Then click the "Account" hyperlink (the blue text) to open the "Search Account" page. Without typing anything into the search ...
Changing a Customers Third Party
This article will describe how to change or remove the third party associated with an account. To edit the third party associated with a customer account, first, open the account page for the account you would like to edit. Next, select "Edit ...