Optical, Invoicing & Checkout
Managing optical orders, creating invoices, processing payments, and completing patient checkout to ensure accurate transactions and a smooth end-of-visit experience.
- How to Create a New Prescription Eyeglasses Order
- How to Perform a Transfer of Responsibility on a Posted Invoice
- How to Apply a Write-Off on a Posted Invoice
- How to Apply Patient Pre-Payment Balance to an Open Invoice
- How to Apply/Edit Diagnosis Codes on an Open Invoice
- Navigating Vision(X) Invoices
- How to Delete a Vision(X) Invoice
- How to Create a New Vision(X) Invoice
- How to Add/Edit Line Items on an Open Invoice
- How to Apply a Return/Refund on a Posted Invoice
- How to Apply Discounts to an Open Invoice