Cornerstone Software

Invoicing

When you invoice a client, many related procedures happen automatically; you can also perform many tasks during the

invoicing process. After an invoice is processed and posted, Cornerstone* Software updates the reminder information

and the patient’s medical file, generates any departing instructions or special actions linked to the invoice items, and

adds the invoice total to the practice sales totals. For Petly* Plans subscribers, available plan items are also automatically

discounted and are clearly indicated on screen as well as on the printed invoice.

Invoice task buttons

Move selected item up

or down in the invoice

Invoice area

Accounts receivable area

Client

area

Patient

area

Line item

entry grid

Action

buttons

Plan status

Petly*

discount

Open the Client Invoice window

• Patient Clipboard*—In the Client or Patient List area, right-click and select Invoice.

• Client/Patient Search window—Right-click a client or patient result card and select Invoice.

• Toolbar—Click the Invoice button .

Create an invoice

Tip: You can start the invoice from the Patient Visit List (PVL).

1. In the Client Invoice window, if the client information is not displayed, type the ID in the Client ID box or press F2 or

double-click to search for the client. The client’s oldest open invoice (i.e., saved but not posted) automatically appears.

2. In the Invoice number box, press Ta b to accept the invoice number and move to the next box (for an existing invoice).

To open a different invoice, press F2 and select the invoice.

3. (Optional) From the Invoice type drop-down list, select the invoice type. Note: This step may be required based on

your invoicing default settings.

4. In the Receptionist box, either accept the default ID, enter a different ID, or press F2 to search for and select a staff

member. Press Ta b to accept the ID and move to the next box.

Right-click a line to

view price details

Applied

discounts

5. If the patient record is not displayed, in the Patient ID box, enter the patient ID or press F2 to search for and select the

patient. Press Tab to accept the ID. If there are invoice items on the PVL for this patient, the PVL window opens.

Note: Depending on your invoice default settings, you may be prompted to open the PVL; click Yes.

6. Select or clear the Include checkbox for each status, if necessary, and make any other changes. Click Transfer to move

the items to the invoice. Add additional items as needed. To remove an item, click the item ID or quantity field and press

Ctrl+D.

7. If there are additional patients to invoice, select their names from the list and add items. If you see a special action for

a PVL, double-click the Patient Visit action to open the PVL, make updates, and click Transfer. Repeat for any other

patients.

8. Perform any other tasks, such as applying discounts, verifying inventory details, processing special actions, resolving

not-requested laboratory tests or imaging results, etc.

9. Click Post and then complete any additional tasks you are prompted to perform. Note for Petly Plans: Posting will do a

final check of available plan items and apply or remove discounts accordingly.

Other Client Invoice window actions

To... Do this...

Post an invoice Click Post. Make any changes and click OK. On the Payment window, process the payment. See the Client

Account—Payments Quick Reference Guide for more information.

Save an invoice Click Save to save an invoice with an open status so you can make changes or add to the invoice. Items on

saved invoices are not counted until the revenue is posted.

Correct or void an

invoice

To correct an open or saved invoice, make changes and then save or post the invoice.

Once posted, the invoice can only be voided, not corrected. Select the invoice, click Void, and then create a new

invoice. If you need to address only a few incorrect items on an invoice, simply create and post a new invoice

containing just those items, using a negative quantity for each item.

Email an invoice From either the Post Invoice or Payment window, select the Email invoice checkbox.

Tip: To view all open invoices, click the Invoices tab of the Daily Planner .

Invoice task buttons

Rx Label—Create a prescription

instruction; select the item ID for

this item and click the button.

Special—If this button is

enabled, there are invoice

items with special actions to

process.

Departing—View

departing instructions

linked to items on the

invoice and add more

instructions.

Pharmacy—If you have

the Veterinary Pharmacy

Reference (VPR) software

installed, print information

sheets.

Make Appt—Open the

Appointment Scheduler to make

a new appointment.

Travel Sheet—Open a travel

sheet and select items to add

to the invoice.

Copy To—Copy invoice

items from one patient to

another.

* Cornerstone, Patient Clipboard, and Petly are trademarks or registered trademarks of IDEXX Laboratories, Inc. or its affiliates in the United

States and/or other countries.

Keyboard shortcuts

F1 Display on-screen Help for the current window.

F2 Look up values for a list, such as ID fields.

Ta b Move the cursor to the next field.

Shift+Tab Move the cursor to the previous field.

Ctrl+D Delete the selected record.

For more information

For invoicing and payment setup and detailed instructions, see the “Invoicing and Payment” section of the Cornerstone Help .

Go to idexxlearningcenter.com to view snippet videos about many other Cornerstone features.

Find this document at idexx.com/cornerstonehelp.

Right-click menus

Use the right-click menus for quick access to

many tools.

Tip: Double-click in ID fields to search for an

item.