As you may know, our programmers are updating key modules of Teleos, including billing. Changes to this part of the program have potentially far-reaching consequences for all Teleos users. Please read these notes which briefly outline some of the changes we are planning and let me know if you have any questions or other points to raise before we implement them. Please email sean-evans@teleosvet.co.uk with any queries.
In Teleos currently, the terms ‘bill’ and ‘invoice’ are interchangeable and all are allocated an invoice number. We plan to change this so that Teleos generates either a ‘Fee note’ or an invoice, with invoices being subject to tighter restrictions.
A fee note would typically be given to a small animal or retail client to show work that has just been added and balances bought forward and outstanding. The assumption would normally be that the work will be paid
for immediately. It would not have an invoice number and could be deleted if necessary. Duplicate fee notes could be issued for the same work if required. Fee notes would be generated by a print bill command in a work entry button during a consultation or through the (possibly renamed) Print bill button on the Reception channel.
An invoice would typically be produced for a large animal or equine account client or a retail client who has a balance outstanding when an invoice run is done. It would have a sequential invoice number and could
not be removed from the record. A credit would be required if there were a problem with the invoice. Once work has been included in an invoice, it would not be possible to re-invoice it. A copy of the original invoice could be produced instead. Invoices would by default, show a balance brought forward and outstanding, to reflect the way veterinary practices usually invoice their clients. The option to produce ‘pure’ invoices, showing only the invoiced work with balances included on a separate statement will continue to be available though. Invoices would be generated through the Invoice button on the Admin channel as part of an invoice run or individually. The print bill command would default to producing a fee note as described above but there would be an option to allow it to produce an invoice during a consultation if required.