Setting Up Invoice Defaults?
Step-by-step instructions for configuring Invoice Defaults within Pharmacy Settings in SiCompounding.
Overview
Invoice Defaults are configured within Pharmacy Settings and control how invoices are generated, displayed, and integrated with accounting systems. These settings must be reviewed and completed prior to using invoicing or downstream financial workflows in SiCompounding.
Navigation Path
Settings → Pharmacy Defaults → Invoices
Step-by-Step Instructions
1. Open FileMaker Pro
- Click the FileMaker Pro icon on your computer to launch the application.
2. Access SiCompounding
- When FileMaker opens, locate the large menu bar on the left side of the window.
- Click SiCompounding (located near the top of the menu).
3. Open the Pharmacy Dashboard
- In the next window, several icons will appear across the middle of the screen.
- Click Pharmacy to open the Pharmacy Dashboard.
4. Open Settings
- From the blue sidebar menu on the left:
- Scroll to the bottom.
- Select Settings.
5. Navigate to Invoice Defaults
- Under General Settings, select Pharmacy Defaults.
- From the dropdown list, choose Invoices.
Invoice Default Configuration Options
Printed / PDF Invoice Settings
Configure which data elements are displayed on printed or PDF invoices:
| Setting | Options |
|---|---|
| Show B2B ID | Yes / No |
| Show Patient Name | Yes / No |
Default Accounting Accounts
These fields define the default accounting mappings used for invoice transactions.
Accounts Receivable
- SIC Account #
- Select an account from the dropdown list.
- The Account Name field will automatically populate.
NetSuite Integration (If Applicable)
- NS (NetSuite) Account #
- NS (NetSuite) Account ID
Ensure values entered here align with your accounting and ERP configuration.
Important Notes on Pharmacy Settings
The Pharmacy Settings area contains all core templates and default configurations for your pharmacy. This setup must be completed before using any other area within SiCompounding.
Within Pharmacy Settings, you can manage and configure:
- Product settings
- Facility Areas
- Equipment
- Workflows
- Costs and Fees
- Lab Work
- COM Templates
- Notifications
- Integrations
- Automation logs (available through the final Automations tab)
Important:
It is critical to input all available and necessary data for each section and subsection within Pharmacy Settings to ensure accurate operation, compliance, and system integrity.
Related Areas
- Pharmacy Defaults
- Accounting Integrations
- Automations and Logs
- Invoice Processing