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Accounting Essentials for VitaNet Users

This article explains how accounting works behind the scenes for VitaNet users and how NuMetric ensures accurate, compliant, and auditable financial records.

Updated over a week ago

VitaNet uses NuMetric Accounting as its financial backend. This means every appointment, invoice, payment, and refund follows structured accounting rules automatically—without manual bookkeeping.


How Accounting Works in VitaNet

VitaNet is not just a booking system. It is directly connected to NuMetric’s accounting engine, which records all financial activity in real time.

When an appointment is completed and invoices are issued:

  • Patient invoices are recorded as Income.

  • Insurance invoices are recorded separately with proper allocation.

  • Payments (cash or card) are tracked automatically

  • Taxes (Sales tax for related users) are calculated and recorded based on local regulations

All entries are posted to the correct accounting accounts without manual intervention.


What Is Automatically Handled for You

NuMetric automatically manages:

  • ✔️ Income recording for patient and insurance invoices

  • ✔️ e-Invoice compliance (JoFotara / ISTD)

  • ✔️ Payment tracking (cash vs card)

  • ✔️ Refund records linked to original invoices

  • ✔️ Audit trail for all financial actions

Clinics do not need to create journal entries manually.


Patient vs Insurance Accounting

When completing an appointment:

  • The patient share is recorded as a direct payment - Cash Invoice.

  • The insurance share is recorded as a separate receivable.

  • Both are linked to the same appointment for reporting.

This separation ensures:

  • Accurate insurance follow-up

  • Clear outstanding balances

  • Proper revenue recognition


Invoices, Payments & Refunds

  • Invoices are issued automatically once an appointment is completed

  • Payments update invoice status instantly

  • Refunds are recorded without deleting original invoices

  • All actions remain visible for compliance and reporting

Nothing is overwritten or lost.


Reports & Financial Visibility
Because VitaNet uses NuMetric:

  • Users can access accounting and revenue reports

  • Outstanding insurance balances are always visible

  • Appointment data and accounting data stay aligned

  • Finance teams can complete thier work and audit activity without asking clinic staff


Why This Matters

This backend accounting setup ensures:

  • Regulatory compliance

  • Accurate financial records

  • Zero double-entry work

  • Clean data for audits and insurance claims

VitaNet users operate —NuMetric handles the accounting.

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