How to add the invoice statement or summary printout to visual-Eyes

How to add the invoice statement or summary printout to visual-Eyes

To get the Invoice Statement set up on your workstation you will need to click on the local settings located at the top of the taskbar on the main patient screen in Visual-Eyes.

Then click on Local Reports. In the drop down list for Section select Invoice/Receipts then click on Insert.

On the right side click the ... and this will open a Windows File Explorer.

Navigate to your Visual-Eyes folder, it will be called either VE6 or VE7.

Then double click on Programs, then Reports, then ve. In that folder you will need to scroll down to invoice_statement.fr3. Click on it then click Open. This will add that file to the Local Report screen.

Then set the margins to 0.25 for Left and Top then click Save. In the left column, if the invoice Statement is the Default and you do not want it to be then you can click the down arrow between the Insert and Delete and it will move it down so it is no longer the Default.
1.png
In the invoice screen you will need to right click on the Print button and it will show the list of printouts and you will need to set the date range for the invoice then click on the Invoice Statement to have it print it for the patient.
2.png
If you do not see the Report options on the right side this is due to not having the permission to set them. You can have someone with Owner permission go into VE Admin - Owner - UserList, select your User in the eft column then click Edit then in the Invoice / Billing tab on the Reports side, in the last drop down list on the right side, select Change Local Settings in the drop down list. Then click Save and Exit then click Publish All. Once that is done, you will need to close down Visual-Eyes completely and reload it to have it detect the updated permissions.
3.png

    • Related Articles

    • Visual-Eyes User Manual (Updated 2022)

      Attached to this article is a copy of our current Visual-Eyes Manual.

    • Creating Email Templates for Visual-Eyes

      When emailing your patients within Visual-Eyes you may want to have a different template based on your patients needs. For example, if a patient buys a particular set of glasses that has a unique warranty, you can have a special email template ...

    • Add or change Link Status in Visual-Eyes

      To add a link status you will need to go into VE Admin - Practitioner - Linking Admin - Link Status Then click New then enter the name of the new status then set the Link State and then click Save. Then Exit and Publish All. You will need to close ...

    • Sending Faxes within Visual-Eyes

      Faxing within Visual-Eyes using the GoTo Integration Send Faxes from Linking Invoice Exam Letters Rolodex Rx Orders Requirements Visual Connect or Lite GoTo Connect First Step You will need to log into your GoTo Admin Portal and in the Phone System ...

    • Turning On/Off Print Preview

      The first section to set Print or Email Preview is located in the Local Settings! tab located on the Main Family Screen. In the Local Settings there are two boxes, one called Global Print Preview and the other Global Email Preview. If these are ...