The use of monthly summary invoices - save on printing and time

Some labs don't need to print out an invoice for every single booked out completed job. In fact there's no need to print anything, but delivery notes are recommended. Then at the end of the month, a summary invoice is emailed or printed for each dentist or practice. This methodology potentially could save a lot of paper and admin work.

Delivery Notes Print Queue

When jobs are booked out (ongoing or completed) labs can have Transactor Desktop automatically 'send' a Delivery Note to Queue. After a session of book-outs, the "Delivery Notes From Queue" report can be run. For example, for a batch of 30 jobs booked out there may only be 5 delivery notes as these are one delivery note per practice. The notes make references to the dentist, job numbers and patients.

Summary Invoice

At the end of each month, the lab simply prints a Summary Invoice Monthly report, one for each dentist. (there's options to include item level detail). Potentially however, without the detail option off, the summary invoice may be just 1 or 2 pages long listing one row per job for that dentist for the required month. This document has just one summary invoice number at the top, which covers all the jobs booked out completed for that dentist in the period. 

The Batch Report Manager (BRM) makes light work of producing a monthly run of summary invoices for a selected range of dentists or practices. The BRM also has the ability to email these direct to your own lab, to the dentists, or to a practice head office.

Report menu > Customers > Summary invoice
Report menu > Customers > Summary invoice (monthly)
Report menu > Customers > Summary invoice detailed
Report menu > Customers > Summary invoice detailed (monthly)
Report menu > Practices > Practice summary invoice
Report menu > Practices > Practice summary invoice detailed



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