Stock items can be invoiced through the patient's Transactions window or charting in the Chart tab.

Invoicing Stock from the Patient's Transactions Window

1. Open the patient's Transactions screen either by left-clicking an appointment and then clicking the £/$ symbol on the Appointment book or clicking the same symbol from the top of the patient file.
2. Click Payment to open the payment screen.
   • This list of all configured stock items is shown on the right.
   • Double-click or highlight the service then click the left arrows to charge/invoice it.
   • Once selected, you can alter the Stock Quantity on the pop-up window.
   • Click OK.
3. Enter the Payment Amount and Payment Method.
   

   Tip: If you wish to raise an invoice for the stock item/s to be paid at a later point, change the Payment amount to zero then click Process.

4. Then Process to complete the sale.
5. A stock invoice will have been raised after exiting this screen once you click Close.

Charting Stock from the Chart Tab

To charge stock from the Chart tab, the services must be configured to appear on the Chart tab.

Displaying stock items on the Chart tab

Your EXACT administrator will have access to change your stock configuration.

1. Go to Configure - Services.
2. Locate your stock services (the codes usually begin with a currency symbol).
3. Tick the box at the beginning of the row of the service item to display the stock item on the Chart tab.

Charting stock items on the Chart tab

1. Locate the service in the Service List.
2. Add the item to the Chart tab.
3. Charge/TC the treatment to complete the sale.
4. A stock invoice will have been raised.
5. This invoice is then ready for the patient to pay.