Billing Documentation

The Billing Documentation preference is used to record a list of billing documentation in the system. These are found when using the Billing area of the app. The choice of values are selected using an autocomplete or dropdown list.

Location

The table of Billing Documentation will display the name, code and status for the billing documentation.

Configuration

When adding or editing a billing documentation, users are presented with the below form to complete. Always press Save in the bottom right-hand corner of the browser after adding or editing a billing documentation.

Code (Required, Unique)

A unique code for the billing documentation. This can be the same as the name but must be unique throughout the entire system.

Name (Required)

A name for the preference. It is advisable to keep this unique.

Active

A checkbox to activate/deactivate an entry. If the preference is not active, it will not be selectable in any drop-down lists.

Prevent billing from being released

A checkbox to prevent the billing from being released. If the preference is checked, the billing will not be released.

Hold tests and referral

A checkbox to hold tests and referral. If the preference is checked, the tests and referral will be held.