Finalize Invoice (New Zealand Only) |
  
|
New Zealand clinics have the option of indicating that a funding source requires Finalization. UN-finalized invoices will not permit an Accounts Receivable balance to a 3rd Party Funder until the invoice has been Finalized. To see which invoices have aids still on trial, run the UN billed Revenue Report (New Zealand). Then when an invoice is finished with the trail period, it can be finalized within this menu option. (Within FUNDING SOURCES, a funder needs to be flagged as INVOICE FINALIZATION REQUIRED in order to use this menu option. In order for an invoice to require finalization, it has to have an HA item on it.)
The screen prompts are:
INVOICE NUMBER - Enter the invoice number you wish to finalize here.
FINALIZATION DATE - Enter the finalization date of this invoice.
PRINT 3rd PARTY INVOICE - Check this box to print the 3rd Party Invoice now.
Press CONTINUE.