IDEXX Neo Enhancement Requests
Thank you for visiting the IDEXX Neo Enhancement Request Portal! Here you can add your vote to existing ideas or submit new ones.
Please take a moment to search for the enhancement idea that matches what you are looking for before entering a new idea. To add a vote to an existing idea, click on the box showing the current number of votes.
Thank you for visiting the IDEXX Neo Enhancement Request Portal! Here you can add your vote to existing ideas or submit new ones.
Please take a moment to search for the enhancement idea that matches what you are looking for before entering a new idea. To add a vote to an existing idea, click on the box showing the current number of votes.
Thank you for your submission!
In Neo, payments /credits must be applied to individual invoices to have them be considered paid; and finance charges are assessed, not on the client account balance, but on any unpaid and partly paid invoices at the end of each month.
If you are on a patient consultation, you can view the client account balance at the top of the page under the client name. After you click Ready to Pay, click Pay and that will take you directly to the client's Outstanding Invoice page where all their outstanding invoices and available credits will be listed.
You can also navigate to the client's Outstanding Invoices page from the client record by clicking the Collect Payment button.
You can then select the credit and the invoice(s) it should apply to, click Pay or Refund and complete the transaction. If desired, you can leave any remaining credit on the client account.
Once you apply the credit to the invoice, the invoice will be considered paid or partly paid. If the invoice is partly paid, only the unpaid amount will be assessed for finance charges.
For more information see:
Enter a prepayment or leave a credit on an account, steps 11-13.
Overview: Understand aged accounts receivable and finance charges