ACC Invoicing

ACC has specific invoicing requirements. Toniq worked with ACC, and they confirmed that the invoice produced from the following steps will meet their requirements, without requiring a receipt.

Retail Setup

Debtor Account

1. From the main menu of Retail, go to:
   • 3. Debtors
   • 1. Maintain debtor accounts
2. Update or add (using F3 Add) the debtor for ACC:
   • Include the Pharmacy Facility ID and ACC Vendor ID:
     
     
     
3. Press F11 Nex Page and tick:
   • Print private information,
   • Show NHI, and
   • Prompt ref debits.

Invoice

Note: A4 Tax invoice options need to be configured on each PC used to print invoices. 

1. From the main menu of Retail, go to:
   • 7. Administration
   • 1. Setup 
   • 2. Workstation configuration
   • 2. Receipt options 
2. Press F11 Next Page twice.
3. Set the Invoice header free text field to TAX INVOICE.
4. Press F12 Accept Details.

Printer

1. From the main menu of Retail, go to: 
   • 7. Administration
   • 1. Setup 
   • 2. Workstation configuration
   • 1. Devices setup
2. Check that a printer has been assigned to A4 printer.

Dispensary Setup

ACC will not pay all charges, so charges can either be sent to POS and the billing dealt with there, or all the chargeable items can be identified and processed together in a single visit and charged to the ACC account.

Tip: add a patient Note to indicate what is covered (refer to the letter from ACC):

• Set a Debtor ref. on the patient's record. It prints on the invoice and must contain:
  • The patient's name,
  • The claim number, and
  • The ACC service codes:
    
    
    
• Set the Prompt debtor account tickbox.

If set up as above, and only ACC chargeable items on the patient's prescription have been processed, select the ACC account after the Charge to debtor account prompt:

Then, if there are other items on the script which are not claimable from ACC, they can be processed in another visit and the account prompt ignored. 

Printing the ACC Invoice

1. In Retail, from the main menu, go to:
   • 3. Debtors
   • 1. Maintain debtor accounts
2. Select the ACC account.
3. To print the invoice(s), click F9 Print Select then option 8 Print A4 invoices for month or 9 Print A4 Invoice for selected transaction:

Note: Do not email invoices containing confidential information such as patient or script details (see Privacy Act 2020 and the Privacy Principles).

Reviewed 20/11/2024