For invoices where you know the old template will be used, do not make the invoice in Stripe beforehand. Creating the old invoice and uploading it to EMIS is sufficient.
Old invoice templates for each site can be found on the Sharepoint here: Medical reports
Reference format
SITE-INITIALS-DD-MM-YY An invoice created for Jane Doe at Kingfisher on 1st Feb 2024 will be KF-JD-010224
Bromley Borough 🌳
Category: fostering/adoption
Exception: use old invoice
COP3 📄
Category: proforma
Exception: no fee
Drivers’ Medical Exam 🚘
Category: DVLA
Exception: invoice is sent with completed report. We do not request prepayment for drivers’ medical reports
No processing fee is added
- When request comes in, send email to DVLA requesting additional payment
- Process and complete report as usual
- Send invoice with our price with completed report. Use Stripe invoice, no processing fee, add surgery stamp with address
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Vitality ❤️🩹
Category: insurance
Exception: don’t add processing fee to the invoice. Invoices will be £200 as Vitality aren’t able to make payments for decimal values
Zurich ❤️🩹
Category: insurance
Exception: use old invoice
Other circumstances 🔰
- If the requestor can’t pay the Stripe invoice because details are missing (address, bank roll number, invalid bank details), mark the existing invoice as void. Add a note saying that the old invoice template had to be used, its reference and the date it was created.
- If a GP has agreed to do the report free of charge for a patient in their own time, allow them. Add it to the log with a comment about which GP agreed to do the report