This button displays the Sales Invoice History listing for the current resident in reverse date order.
There are two buttons on the top left of this screen, a "View" button and a "Search" button. If there are a lot of invoices in the list it may be quicker to use the search function rather than scrolling through them all. At the bottom of the screen are two radio buttons which allow the user to toggle between "Live" invoices and "Archived" invoices. N.B. It is not possible to print an archived invoice directly, please go to the Reprinting Archived Invoices section for information on how to do this.
Clicking on the "Search" button will open the following screen.
In the "Fields" box you will see a list of the search options, click on your chosen option and enter your search terms in the "Range" or "Value" boxes on the right, then click "OK" to perform the search.
Once you have found the invoice you are looking for, highlight it and then click on the "View Selected Invoice" button at the top left hand side of the screen.
The "Sales Invoice" detail screen will now appear.
To print off a copy of the invoice, click on the "Print this Invoice/Credit" button at the top of the screen.
The "Print Sales Invoices" screen will now appear with the relevant details already entered. N.B. If this is a reprint, remember to tick the "Include Invoices already Printed" box. If required, you can also create a PDF copy of the invoice by ticking the "Save invoices as individual PDF files?" box at the bottom of the screen. By default, these files are saved in the "PDF_Invoices" folder within the main CareMaster folder.
Click the "OK" button to bring up a preview screen, you can then continue to send the invoice to the printer if required by clicking on the "Printer" button at the top left of the preview screen..
This button displays the Sales Invoice History listing for the current resident in reverse date order.
