When you Invoice a Product, you had to manually enter the taxes applicable every time.

With this update, you can now set up the tax applicable on a Product from the Add/Edit Item page in your Inventory.

So the next time you add that product in an Invoice, the tax you specified is automatically selected.

You can also see the Product Retail Price and Applicable Tax in the Inventory list itself.

Check out the detailed How-to article for setting default Taxes.

Changed your mind about an Invoice? No problem!

If you need to cancel an Invoice for a product, you don’t have to worry about manually updating stock levels in your Inventory any more. If you cancel any Invoice that has products, the stock levels will get automatically adjusted by adding the stocks back to Inventory.

We’ve spruced up Treatment Plans and Completed Procedures to make it easier to read for you. We should also mention that it looks way better now, and all the information you need is neatly organised.

Treatment Plans

To make it easier on your eyes, we’ve organised everything in a tabular structure. We’ve packed in all the information you need: From patient details, to Treatment Plan information with the doctor’s name. We’ve also reduced the size of each Treatment Plan entry, which does two things : It makes it easy for you to pick out information, and you don’t have to scroll around the screen as much as you did before.

Completed Procedures

We’ve applied the same principles of making the information as crystal-clear as possible here. We’ve arranged everything so you don’t have to search for anything. You get the benefits of reduced scrolling and increased legibility in this as well. Actually, why don’t you look below and see for yourself?

With this improvement, when a staff user (non doctor/therapist user) adds a completed procedure from procedure catalog the system will automatically select the most recent appointment’s doctor or therapist  as the one who performed the procedure.

Similarly, the most recent appointment’s doctor or therapist is selected as default when a procedure from catalog is added to Invoice

This improvement in default doctor selection can be seen while adding any of the following information:

• Treatment Plan
• Clinical Notes
• Completed Procedure
• Prescription
• Procedures in Invoice
• Products in Invoice (only for Basic & Advanced plan subscribers)

Please note that as an exception to this rule when a Completed Procedure is added from Treatment Plan, the Treatment Plan’s doctor or therapist is selected by default.

To see the complete order of preference for default doctor selections, click here.

The first in the long line of updates we have planned to make your Inventory top notch, we are introducing Expiring Stock Alerts. Now, you will get an expiring stock alert email at the start of each month which lists out your products expiring in the next three months. 

This three month advance alert should give you time to sort out expiring stock and minimise waste.

Please Note: This update is available only to Product Billing & Inventory users in Basic and Advanced Plans.

Do you notice anything different when you see the new Invoice screen?

Now that it has a streamlined look, we bet you do. We’ve improved the Add Invoice Screen to put everything in a tabular format to make it easily readable.

Here’s how it works:

(Click on the image to view a larger version, and hit Backspace when you’re done to come back to this page.)

Everything fits in a single line, making for a clean and fast Invoicing experience.

As always, drop us a line at support@practo.com to tell us what you think.