Easy Solutions, Inc.

Case Number

Enter the last four digits of the case number that you want to invoice in the Case Number text box and then press enter. The invoice information for this case will appear in the Charges list box.

Change Charge

This button is used to change a charge that is currently listed in the Charges list box.

You must first click on a charge in the Charges list box, before you can change it.

When you click on this button the form on the next page will appear:

Click on the new fee name from the fee list and you will notice that the fee name appears in the Fee Name Box. Next enter the amount for this fee in the Amt. text box then click on the OK button.

The new fee and amount chosen will replace the fee that you choose to change.

Add a Charge

When you click on the Add a Charge button the form shown above will appear.

Click on the new fee name from the fee list and you will notice that the fee name appears in the Fee Name Box. Next enter the amount for this fee in the Amt. text box then click on the OK button.

The new fee and amount chosen will be added to the charges currently on this case.

Remove a Charge

Before clicking on the Remove a Charge button, you must click on a charge in the Charges list box. When you click on this button the highlighted charge will be removed from the list of charges for this case.

Change Gold

When you click on the change gold button, the following form will appear:

You may have three different golds on each case.

You may remove a gold by removing the gold name and amount of grains or dwt.

To add a new gold, click on the gold name and then enter the amount of grains or dwt.

When you have completed your golds, click on the OK button and the gold form will disappear.

Doctor's Gold

You may use this check box to use doctors gold. Doctor's gold is defined in Startup/Doctor Information.

Special Charges

When you click on the special charges button, the form on the following page will appear.

You may have three special charges on each case.

To add a special charge, simply type the description in one of the three Charge Description text boxes and the amount in the Amount text box next to the description.

To remove a special charge, simply remove the description and amount.

When the special charges are correct, click on the OK button. The computer will save the special charges to the case and the special charges screen will disappear.

Note: Enter all charges before you click on OK. If you enter one and come back to special charges to enter a second the first charge will be replaced.

Remake

You may make any of the charges on the case a remake charge. First click on the charge in the Charges list and then click on the Remake button. The computer will ask what percent to charge this remake and the charge will appear on the charges in remake form.

Remove Remake

To remove a remake, first click on the charge to remove and then click on the Remove Remake button. The computer will set the charge back to a normal charge.

Discount

You may make any of the charges on the case a discount charge. First click on the charge in the Charges list and then click on the Discount button. The computer will ask what percent to discount this charge and the charge will appear on the charges in discount form.

Remove Discount

To remove a discount, first click on the charge to remove and then click on the Remove Discount button. The computer will set the charge back to a normal charge.2

Production

If you are using the production part of the program and want to enter the production for this case, Then click on the Production button and the following screen will appear:

The same steps that appear on this screen will be printed on the bottom of the work ticket for this case. The employee that completes each step will enter their employee number next to the step on the work ticket. Use the work ticket for entering the employee numbers on this screen.

You will notice that there is a text box under each production step next to Employee #. Enter the employee numbers in these text boxes.

When you are completed, click on the Save button in the lower right corner. Your entries will be saved and the production screen will disappear.

Save - Print Invoice

Use this button to save your invoice and to print a copy of the invoice. If this is the first time that the invoice is saved, it will be added to the statement file. It will not be added if it was previously saved. The Invoice screen will disappear.

Save - No Print

Use this button to save your invoice. A copy of the invoice will not be printed. If this is the first time that the invoice is saved, it will be added to the statement file. It will not be added if it was previously saved. However saving will update the changes made to the invoice. The Invoice screen will disappear.

Exit - No Save

Use this button to exit the invoice screen without saving any changes made.

Adding a label to the list

You may choose to add delivery or mailing label to the list of labels to print or you may choose not to add a label when saving an invoice. Simply choose the option that you want by clicking on that option at the bottom right of the invoice screen. You may print these labels later.