This section allows you to enter the work performed that doubles up as an invoice (if you have selected this feature).

The form consists of 2 areas. The left hand side is the selection of the work performed and the right side is where the invoice is created. Note that if the client has any preferred discount or mileage then these will have been carried through to this screen.

Work Performed

The first thing to do is to select the type using the radio buttons i.e. tooth, product or service. Tooth shows all the work that can be performed on each individual tooth type, Product shows all the products (such as antiseptic cream) and Service shows all the services (such as hourly rate).

By ticking on each item of work, product or service, the associated price and tax code are replicated on the right hand side and the invoice is built up in real time. If you make a mistake then simply untick that item to remove it from the invoice list. As you tick each item you are able to add the history for that tooth as the screen below shows:

Clicking on the OK button will save the tooth history.

As the invoice is being created the button below can be used to show the Tooth Details or Show Invoice details.

Show Invoice Details

Show Tooth Details

Discount and mileage can be added either automatically from the client record or as a manual entry by ticking the manual check boxes.

If you are happy that the invoice is correct, then tick the OK box to complete the invoicing.

If you wish to add a message to the invoice then select one from the drop down box.