Creating a New invoice in CE8

Creating a New invoice in CE8

Once you have successfully logged into Cutting Edge Software:
  1. On the list on the left side of the screen, click on the "Invoices" option

  2. On the top right of the new screen, click the plus icon:

This process will create a new blank invoice.  You must enter patient data (at least a surname) for this invoice to be saved.  CE8 does not allow you to save 'blank' invoices.

Creating a new invoice for an existing patient

There are a few ways to do this.
  1.  If you're already viewing an existing invoice for that patient just click the 'Duplicate' button in the top nav menu, this will create a new blank invoice for the same patient.


  2. If you're on the Patients screen, there's a list of invoices on the Invoices tab, click on the + symbol on that tab to create a new invoice for that patient




    • Related Articles

    • Creating an Email or SMS Template

      Creating an Email or SMS Template in CE8, step by step. Step 1: Finding your templates In Cutting Edge, click on the "Settings" option on the menu on the left side of the screen. From here, click either "Email" or "SMS" Templates, depending on which ...

    • Moving An Invoice From One Provider To Another - Journal Entry

      When an invoice has been created at a site for one provider, Provider A for example, occasionally the actual procedure will be carried out by a different provider, e.g. Provider B. In this scenario, while CESoft Admins can shift the invoice itself to ...

    • Creating epidural items

      Epidural items can be sent with or without other items on the invoice. Cutting Edge prompts you for duration in minutes when required to automatically calculate the correct fee and set the Service Text on the Extra Details tab, which is required with ...

    • Patient Notes & Invoice Notes

      On an invoice there are two tabs PATIENT NOTES and INVOICE NOTES. Invoice Notes will only appear on that invoice - these notes could be used for when you call the patient etc. any notes that you would want relevant to that episode of care. The Notes ...

    • How to delete payments from an invoice

      In order to delete a payment from an invoice in Cutting Edge, first you go to the invoice and click the arrow next to the payment in the invoice items box: From the payment screen that opens, click the delete icon in the top right and confirm that ...