SANDI - Print an Invoice / Statement of Charges (By Visit or Date Range)

The following article provides an overview of the Invoice and Charges (statement) reports in SANDI.

Overview

  • The Invoice works on the charge entry date.
    • Invoice dates are based on when the charge was entered, not the date performed if they differ.
  • The Charges Report works on the performing date and includes inpatient charges on the account.
    • This is like the statement option in Vetstar.
  • The Charges Report and Invoice printing show the performing date on their output. 

Client Invoice

Hint: Print by date range for non-visit items such as food or an Rx. 

  1. Bring up the client/patient in SANDI
  2. Select the down arrow next to Client
  3. Select Print
  4. Select Invoice
  5. Choose the Visit number or you can leave the visit number blank and specify a range of dates for the invoice to print:

ReprintInvoice

ReprintInvoicebyVN

ReprintInvoicebyDR

Access the Charges Report in one of two ways:

  1. From the Patient Dashboard under the Client Information Box by selecting the drop-down next to Client and choosing Charges Report
  2. Go to VetMed Reports & Queries and select Client Charges Report. 
  3. The current date is shown by default but you can adjust the dates. 

Note: you can export or print the report. 

chgrpt

 



Keywordsinvoice, print, copy, sent, bill, statement, estimate, print an invoice without a visit, no open visit, rx only invoice, food only invoice, no visit   Doc ID114544
OwnerTina O.GroupUofI College of Veterinary Medicine Teaching Hospital
Created2021-10-28 10:02:35Updated2024-05-07 13:53:20
SitesUniversity of Illinois College of Veterinary Medicine Teaching Hospital
CleanURLhttps://answers.uillinois.edu/sandi-print-an-invoice-by-visit-or-date-range
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