Setting up the Invoice Plans for Contact Lenses

Setting up the Invoice Plans for Contact Lenses

Set Up Plan

Invoice plans are used to automatically apply a package to your Contact Lens or Rx Job Order. We do this by tying a recall to a package, and then applying that recall to a patient. To set this up:


  • Ensure a valid recall is entered in VE_Admin → Main Tab → Recall →Types. Please use a unique recall group for this recall type so that it is not replaced by another recall.

  • Next, in VE_Admin → Manager Tab → Invoice Plans, click Setup Plans

  • In this screen, all of your current recall types will be listed on the left. To use one of these recalls as a plan, select it from the list and click Edit.
  • Select the Use Recall Type As a Plan checkbox to enable this recall as a plan. Next, select either a CL Package or Rx Package to use with this plan. If you need to add a new CL or Rx package, use the Add buttons to do so.
  • Once you Save this plan, a small thumbs up icon will appear next to the recall type in the list.




Use Your Plan

To use your plan:


  • Add a recall to a patient, that is a type associated with a plan.
  • Once you have selected the recall type, the recall window will expand to the right to display the CL or Rx Order package associated with the recall/invoice plan.

  • Ensure that the recall date is set to when you wish the invoice plan to STOP.
  • Click OK to save the recall

    • Related Articles

    • Set Up The Otto Contact Lens Ordering Catalog in Visual-Eyes

      Introduction - Welcome To Otto This article guides you through configuring Otto suppliers, importing contact lens catalogs, and sending Otto orders from Visual-Eyes. Complete these steps to enable online contact lens ordering through Otto-enabled ...

    • Updating your Otto Catalog Pricing in Visual-Eyes to Match your Prices in Otto

      We've made it easier to keep your Otto Catalog Prices up to date and consistent between Visual-Eyes and your Otto Store. Go into Catalog then click on Supplier under the Contact Lens column In the Supplier screen, select the Supplier in the left side ...

    • Rx Lens Price Override settings

      A brand new setting has been added into the VE-Admin program under the owner section for the Rx area called Rx Settings. It contains the following new options that you can customize at the office for limiting the use of the manual price override in ...

    • Moving a Frame to a different Supplier or a different Invoice

      The guide below will walk you through on how to move a frame from one supplier to another or move a frame from one invoice to another. Log into the Inventory Program. Click on Inventory. Click on Locate Frame By ID in the top left of the Inventory ...

    • Setting up and using payment terminals

      Area VE Admin>Manager>Terminal Connections VE>Payment, VE>Split Payment Purpose To give information about setting up payment terminals SetUp Requirement: (Optional) A paystone terminal wired into a network (or on wifi) The IP address of the Terminal ...