Who this is for: All Barti users.
Before you start, you'll need:
A saved optical order — Invoice Options doesn't appear until the order has been saved
Steps
Open the patient's optical order.
Click Invoice Options in the order header.
Choose one of the following:
Create New Invoice — generates a new invoice pre-loaded with the order's details. The invoice opens in a new tab.
Add to Existing Invoice — attaches the order to an invoice that already exists for this patient. A selection dialog appears; by default, the patient's most recent invoice is selected, but you can choose a different one.
Once the order's charges have been added to an invoice this way, the Invoice Options button changes to View Invoice, which opens that invoice directly.
What you'll see when it works
The order's charges appear on the invoice you created or selected. The order's Invoice Options button changes to View Invoice, confirming it's been added.
Troubleshooting
I don't see the Invoice Options button on my order.
The order needs to be saved first — Invoice Options only appears on a saved order, whether it's still a draft or has already been placed.
Can I move an order's charges to a different invoice after I've already created or added them?
No. Once you've used Invoice Options to create a new invoice or add the order to an existing one, that choice can't be redone — an order's charges only ever go to a single invoice. You can remove the charges from that invoice, or void the invoice you created, but you can't then use Invoice Options again to send the order to a different invoice or create another new one.
Invoice Options is greyed out on my contact lens order.
This happens on trial contact lens orders. Invoice Options only becomes active for contact lens orders that contain at least one non-trial product linked from the catalog.
Some of my VisionWeb order's items aren't appearing correctly on the invoice.
This usually means those VisionWeb products haven't been linked to your Barti inventory yet. See How do I link VisionWeb products to my Barti inventory? for setup steps.
I still have questions about invoicing an optical order.
Email [email protected] and our team can help.
Related articles
Article type: How-to Product area: Optical Orders / Invoices Audience: All users Last reviewed: [YYYY-MM-DD by Name] Alternate phrasings (for Fin matching): - Create an invoice from a glasses order - Create an invoice from a contact lens order - Invoice Options button on an optical order - Add an optical order to an existing invoice - Why can't I invoice a trial contact lens order? - View Invoice button on an order - Link an optical order to an invoice - Generate a bill from an optical order -->