Step-by-Step: Creating an Insurance Invoice
Click New Invoice from the VitaNet ePOS sidebar.
Enter the customer mobile number.
Select the relation to the patient: Self / Dependent.
Complete the patient details as required.
Add an email address (optional).
Select the insurance option: Insured / Not Insured
For this case, select Yes (Insured).
Choose the insurance company from the list.
Enter the insurance ID number or policy number.
Click Continue.
Adding Items & Insurance Allocation
Select the payment type: Cash / Card.
Click Add New Items to add products or services.
Select the items and click Add In Cart.
Enter the patient share percentage (%).
Enter the insurance coverage percentage (%).
Adjust item quantities as needed.
Completing the Invoice
Click Complete Order.
The system will automatically:
Issue the patient invoice
Generate the insurance invoice
Record the transaction in NuMetric Accounting
You can now print the invoice or access it later from Invoice History.
What Happens Automatically
Patient and insurance amounts are separated correctly
Insurance receivables are recorded
Payments are tracked (cash or card)
Invoices remain linked to the same transaction
All records are compliant and auditable
VitaNet ePOS manages the insurance workflow — NuMetric Accounting handles the financial accuracy and compliance behind the scenes.