How do I Add an Rx Order Quote to an Invoice?

1. If the patient is ready to order, click Post to Invoice

If the patient is ready to order, click Post to Invoice

2. The Post Rx Orders to Invoice window opens. An order number is created

The Post Rx Orders to Invoice window opens. An order number is created

3. If the patient DOES NOT have an open invoice on file: select the order (there may be more than one listed) >  click Post to New Invoice

A new invoice is then created and is listed in the invoices section of the Optical / Checkout tab

Note: Order quotes that are posted to invoices are still quotes - they have a status of Accepted Quote - until the invoice itself is posted.

If the patient DOES NOT have an open invoice on file: select the order (there may be more than one listed) >  click Post to New Invoice

4. If the patient DOES have an open invoice: Select the Invoice to add the Rx Order Quote > click Post to Selected Invoice

If the patient DOES have an open invoice: Select the Invoice to add the Rx Order Quote > click Post to Selected Invoice