Quotes and Invoices
InSched provides tools for creating patient quotes (cost estimates) and invoices, commonly used in cosmetic surgery practices where patients pay out-of-pocket for elective procedures.
Quotes / Cost Estimates
The Quote dialog allows you to create itemized cost estimates for patients considering treatment.
Quote Line Items
Each quote contains line items with:
| Field | Description |
|---|---|
| Item | Description of the service or product |
| Quantity | Number of units |
| Unit Price | Price per unit |
| Total | Calculated total (Quantity x Unit Price) |
| Type | Category of the line item |
| Tax | Whether sales tax applies |
| Inventory | Whether the item is tracked in inventory |
| Lot/Serial | Tracking numbers for inventory items |
| Discount Group | Discount category for this item |
| Sales Tax | Calculated tax amount |
| Plan | Associated treatment plan |
Printing a Quote
Use Print Quote (or Print Editable Quote, which opens the quote in an editable document before printing) from the patient's dialog. On the printed quote, procedures are listed in descending standard-price order — the highest-priced procedure first — regardless of the order they appear in the on-screen quote grid. The same order is used in the "Procedures:" text of the communication-log entry that can be recorded when a quote is printed.
Invoices
Invoices are generated from quotes or created directly for services rendered. Invoice line items can be customized to control what appears on the printed invoice.
Patient Statements
For recurring billing or balance-due notices, use the Patient Statement features. See Financial Reports for details on generating statements.