Invoice format question

This is my first account.   This is the format I'd like to use for my invoice.  I want to be 100% sure I'm not missing anything.  Thanks so much!  I'm open to suggestions.

My name, address, phone number

• Invoice format question - AzMT
  • Invoice - Patti
  • That is great... - Melissa
    • I do..... - AzMT
      • I did file by file BUT - Melissa

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I use Quick Books to do my invoice and do a total for each doctor in the clinic (one line each) it automatically put in the per line charge and enters th entire charge.  I also keet a spreas sheet for my 5 accounts (9 docs) and update it sometimes daily or weekly but keep track by day.  Since some accounts are charged different rates it keeps track of my monthly income and I can project by the 15th whether or not I will be able to eat the next month.  I then highlight each clinic at the end of the month and attach it to their invoce.  My accounts like that as it shows what doctor did on each day.  In my 18 years of doing this have never been questioned on any of my invoices. 

Patti

I keep a spread sheet going in Excel showing by date and doctor (I have 3 clinics, 6 docs) their daily line counts.   I do my invoices in Quick Books showing monthly totals by doctor for that clinic taken from my spreadsheet and print a copy of the spread sheet -- showing only their line counts and attach it.   I like the spreadsheet as it tells me if I am on target for the month, etc.  The Quick Book keeps my totals for tax time.   As I have said many time, the simpler for me the more time I can spend typing making money.  Any more questions, E-mail me and I will try and help with more details.   Patti

I consider it a good business practice to pay the sub as soon as their invoice is submitted. After all, don't you expect the client your contract with to do the same for you. You really should have paid this $100 invoice long before now. You have no recourse and should consider this a lesson learned.

Personally, I don't think you have any business subbing out work if you're no more prepared to pay and, apparently, are careless with the information that your sub receives from you. You could also be considered breeching confidentiality if you're not having the sub sign some sort of understanding regarding the confidential nature of the work you're sending out.

I would love to use MT Stars FlashCount for invoicing, although I cannot seem to find a solution on how to get the typed reports to the program without having to click on each one by the patients last name.  It would just be too time consuming and not worth it if that is how it needs to be done.  Is there a trick to this?  I do about 300 reports a week for 4 doctors (and I save all reports for about a month on my computer), so I am looking for the quickest and most dependable way to invoice. 

Thanks for any and all advice. 

Email attachment to either webmaster@mtstars.com or admin@mtstars.com

Thanks,

Administrator

Seriously, I am making up an invoice template and need to know if most people put "Thank you" on the bottom of their invoices.  I cannot find any on the ones that I have recieved from other companies, but then again, I only have a few.  

Thanks~

Can anyone give me a good program to invest in that would allow me to keep a line count and also provide invoices? Also, is there a recommended HIPAA approved transferring site to transfer files through the net? Thanks a bunch!

The example given by the other poster is good, but you may also want to add the date of the exam.

Just use all caps for headings.  They aren't testing you on format.  Worry about terminology, spelling and grammar. 

Also, I have never heard of "acute care clinic" work.  Acute care is hospital work, clinic is office work.   Don't bill yourself as having acute care experience if you do not.  They are quite different. 

I use Wordperfect at work.  There are approx. 7 people to have access to my files.  Over the past 2 months, I am finding "Word" symbols in some documents and the format is changed, font, etc.  No one is supposed to change one iota on those pages. Can anyone tell me what's happening??   I hope I'm on the right message board.  This is my first.   and thanks!

Then the arrow at the bottom to bring up more choices.  Pick "background", then choose the color you want.

I woud put the heading "Recommendations" and then type under that the ". . . these five reasons":

1.  ________

2.  _________, etc.

You should be able to restore by formatting your commands.  Just go in and find auto commands and click the one that over turned that.

Good luck!

T*KAY