Guest invoices are recommended for an individual that has never been to the practice and is likely to never return (e.g., visiting from out of town). If you have created a guest invoice in the past and they return for another visit, we recommend adding them as a patient.
Note: If a guest is purchasing an item that has a warranty, to allow for easier tracking, we recommend you add them as a patient.
Instructions
- Access Accounting > Invoices.
- Click '+ Guest Invoice.'
- In the Add Guest Information modal, complete the fields.
- Click 'Save.' A guest invoice is displayed.