How to create Custom Items/User Items

How to create Custom Items/User Items

The User Items screen allows you to create custom items to add to your invoice, such as a "Thank you for your payment" or "This invoice has been submitted to Medicare for rebate processing" etc.   To add a new User Item, go to the Databases/User Items screen and click New  +  on the tool bar at the top right of the screen.

The following information is required:
  • Code – Maximum of six letters or numbers (or a combination), created by you
    • DO NOT USE EXISTING MBS/RVG ITEM CODES WHEN MAKING CUSTOM ITEMS
  • A brief description of the item
  • Item Fee (optional)
  To enter the User Item on an invoice - go to the MBS box on the invoice and enter your code - this wil then load your User Item (and fee if applicable)   The code will not be printed.

You can edit/delete User Items by going to the Databases> User Item tab.