Accounts Receivable Invoice Report
In Accounting > Invoice History, run a report to review the accounts receivable status for volume client invoices. Use this report to know if a VC should be notified of a past-due invoice.
Invoice History will show how many days since billing.Can HQ send automated unpaid invoice reminders?
Volume Clients will NOT receive an automated reminder to pay invoices. If your clinic needs to resend an invoice, this must be done manually.
Resending Volume Client Invoices
The emailed invoice link is live, the client can always view the invoice anytime by opening the email and clicking the invoice number. The VC can also log into their Portal to view invoices. There may be times when you want to resend an unpaid invoice. Here is how:
Go to Accounting > Invoice History to view open/unpaid invoices.
1. Choose a date range to search.
2. Click on the invoice number.
3. Scroll to the bottom of the invoice and click Email. This will email the invoice to the addresses listed in the “Bill To” of the VC profile. If you need to send it to someone who is not listed as the billing contact for the VC, enter the email address and click email.
Click an Invoice # to view and resend the email.Invoice Email Template
In Settings > Invoices be sure to include your clinic’s payment policy: How long does the VC have to pay? What form of payments do you accept?
If your clinic uses MP Group’s MX Merchant, we recommend adding the following phrase to your invoice email template:
“PAY ONLINE: Log into the Volume Client Portal to review and pay your invoice. Please carefully review your invoice charges before paying. If a mischarge is found after payment has been made, the clinic may not be able to revise the charges.”
Include your payment policy in the emailed invoice template