How to Generate a Facility Invoice

Last updated: June 06, 2024

How to Generate a Facility Invoice


Before generating a facility invoice, please ensure the following have been completed:

  1. The facility, school, or location has been added to your practice: https://ambiki.com/help/faqs/how-to-add-facilities-schools-other-locations-to-your-practice

  2.  You have entered service rates for these facilities: https://ambiki.com/help/faqs/how-to-set-a-service-rate-or-a-pay-rate-for-a-specific-location-or-facility-school-daycare-etc

  3. You have logged non-standard service entries for each of the services you provided:
    https://ambiki.com/help/faqs/how-to-log-a-facility-invoice-for-a-treatment-done-in-a-facility
 


To generate a Facility invoice

 Select Billing on the left navigation bar > Scroll down to Facility Invoice > Locate Generate an Invoice and click Go


Billing - Facility invoicing - Generate an invoice







Choose the dates of service and location you wish to be included on the invoice, and click on Preview invoice when finished. 

 

Settings on Facility Invoice








If you are satisfied with the previewed invoice, click Save invoice.



Preview and save invoice