4. Invoicing

• 4.1 Uprise New Invoice Format Overview
• 4.2 How to Configure a Default Minimum Deposit
• 4.3 How to Add Shipping Charge to the Invoice
• 4.4 How Can I Send Transaction Data to my POS System?
• 4.5 Where can I Find a List of Open Invoices?
• 4.6 Can I Delete or Cancel an Invoice?
• 4.7 How to Cancel an Rx Order and Remove from Original Invoice
• 4.8 An Explanation of Invoice Statuses
• 4.9 Invoices and V-Codes
• 4.10 How do I Allocate the Right Amount to Bill the Insurance?
• 4.11 How do I Apply a Price Adjustment/Discount?
• 4.12 How do I Apply a Global Patient Discount to the Invoice?
• 4.13 How do I Apply a Patient Credit to an Invoice?
• 4.14 How do I Apply a Patient Credit from a Linked Patient?
• 4.15 How do I Make a Return and Refund?
• 4.16 How to Return a Misc. Item
• 4.17 How to Give a Refund to a Patient with a Credit Balance
• 4.18 How to Make a Refund from the Ledger
• 4.19 How do Deleted Invoice Items get Re-Allocated on a Posted Invoice?
• 4.20 How to Modify Insurance Payer and Make Transfers for Professional Services after Invoice is Posted
• 4.21 How to Modify Insurance Payer for Rx Orders on a Posted Invoice
• 4.22 How to Transfer a Private Pay to Insurance after Payment is taken
• 4.23 How to transfer responsibility from a Patient Payment to an Insurance after the invoice has been posted
• 4.24 How to Easily Change the V-code for a Frame from V2020 to V2525
• 4.25 How do I Void a Payment?
• 4.26 What Happens to an Invoice When I Edit an Rx Order
• 4.27 Posting a Payment after a Claim has been Submitted
• 4.28 How to Edit or Void a Write-Off after its been Applied
• 4.29 How to add a Global Discount to Lenses on an Invoice
• 4.30 How to Issue an Insurance Refund