myPractice has been rebranded Bp Allied, a product of Best Practice Software.
Support is available Monday to Friday, 9am to 5pm AEST Version 4.18 Published 5 December 2019
Email: alliedsupport@bpsoftware.net Click RemoteSupport from within myPractice for assistance Phone: 1300 40 1111 (in Australia) or 0800 40 1111 (in New Zealand)
Invoices
This section sets up the defaults used by the Invoices module of myPractice. Click here for details on how Invoice Templates can be customised.
Invoice Template Location
This is the location of the Invoice Templates. By default this is a "public" folder so that the templates are available for all users of the computer. This is set for each computer.
Specifiying a logo graphic file in here allows the graphic file to be inserted into a default myPractice Invoice Template that includes a logo space. These files are denoted with Logo as opposed to "noLogo" in the file name.
The logo file format should be either a .jpg or a .png file.
If this is ticked then each time an invoice is created a corresponding payment record is created. This is particularily useful in a practice where clients pay at the completion of a session. However, if clients generally pay on invoice, for example, if a third party is often invoiced, then having the Auto Generate Payment Record option unticked would be more appropriate.
This allows the price of an item to be changed after it has been added to an invoice. It can be handy to allow this option if things like disbursements are invoiced for as these will be a different value each time they are charged for.
If this is used then the Client ID field is entered into a Third party invoice rather than the clients name. This is done at the time the invoice is created so no changes need to be made to the Invoice templates. See above that the Client ID number 278279_MP is displayed in the Invoice rather than the Clients name.
For practices with multiple locations Invoice and Payment numbering can be set for each location. This enables the identification of location by a specific series of invoice numbers e.g. Sydney starts at 10000, Brisbane starts at 20000 and Melbourne starts at 30000. This is an organisational wide setting and requires a myPractice Administrator password to set the numbers.