Sunglass Invoices

If your state charges tax on non-prescription sunglass frames at the same rate of tax for prescription frames, follow your normal invoicing procedures. The instructions in this article provide options for invoicing when your states charges different tax rates for sunglass frames and prescription frames. 

We recommend you read the article Add Sunglasses to Inventory before continuing with these instructions. 

Instructions

Option 1: Create Order for a non-Rx sunglass frame.

1. Access Orders.
2. Click the + icon.
3. Select Frame only.
4. Access the Frame Information tab. 
5. Select the Source from the dropdown menu.
6. In the Frame Product Selection section, click 'Add.'
7. Search for and highlight the frame from within the top portion of the screen - do not pull from Physical Inventory. 
8. Click 'Select.'
9. Complete the Frame Size and Frame Color sections.
10. Click 'Save.'
11. Click 'Approve.' An Approve Order modal displays, click 'Yes.'
12. Access the Billing tab.
13. Click the + icon beside the frame.
14. Select Non-Billable.
15. In the Assign Non-Billable modal, make the appropriate selection for Reason.
16. Click 'Save.'
17. Access the Non-Billable tab.
18. Click the + icon beside the frame.
19. Select the appropriate option. This action creates an invoice and moves the item to the Assigned tab. See Example
20. Click on the hyperlink for the invoice located in the # column.
21. Click 'Add.'
22. Select Non Rx Eyeglass Frames.
23. Search for and highlight the appropriate frame.
24. Click 'Select.'
25. Close the screen. Note: The frame is on the invoice, process as per your normal procedures.

Option 2: Invoice for non-Rx sunglass frame without creating an order. 

Note: This procedure can be used for Rx sunglasses. 

1. Access Patients > search for and open a patient file > Account.
2. Click the + icon for New Invoice.
3. In the Create Invoice modal, select the appropriate choice.
4. Select an Encounter and click 'Done,' OR, click 'Done.'
5. Click the + icon to add an invoice item.
6. Select Non Rx Eyeglass Frames.
7. Search for and highlight the appropriate frame. 
8. Click 'Select.' 
9. Close the screen. Note: The frame is on the invoice, process as per your normal procedures.