Billing Types

The Billing Type is a lookup list of all the entities to whom service charges can be billed. For example, Private Individual, Private Health Insurance, WorkCover, Department of Veterans Affairs and so on.

Create at least one private billing type. If required, add other billing types, such as WorkCover as an organisation.

To add a new billing type:
  1. Select File > Reference Tables > Private Billing > Billing Type.
  2. In the Billing Type window, click Add iconAdd
  3. In the newly created row, in the Billing Type Name column, enter a name. For example, Private.
  4. In the Billing Type column, select either Individual or Organisation. For example, Individual.
  5. If the service incurs the GST, set Taxable. When set, a GST of 10% is automatically added to the invoice for this billing type.
  6. If required, repeat steps 2-5 to add other billing types. For example, WorkCover as an Organisation.
  7. Click Save iconSave.

Results

For each billing type that is an organisation, there must be a record in the address book. To add organisations for private billing to the address book, select File > Address Book Maintenance. See Address Book Maintenance for more information.

Editing Billing Types

To edit a billing type:
  1. Select File > Reference Tables > Private Billing > Billing Type.
  2. In the Billing Type window, select the row for the billing type you want to edit.
  3. Edit the required values.
  4. Click Save iconSave.

Deleting Billing Types

If a billing type is not in use by another record, you can delete it so that the item cannot be used for future billing.

To delete a billing type:
  1. Select File > Reference Tables > Private Billing > Billing Type.
  2. In the Billing Type window, select the row for the billing type you want to delete.
  3. Click Remove.
  4. In the confirmation window, click Yes.
  5. Click Save iconSave.

Results

The billing type remains in the database so that there is no impact on existing records that are linked to that billing type.

To view deleted billing types, in the Billing Type window, set Show Deleted.