Creating an Auth Line from an Invoice

Creating an Auth Line from an Invoice

How can I Create a New Auth Line from an Invoice?

An Auth Line can now be added for a consumer when creating an Invoice on the Manage Invoices Page. 

Info
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Configuration

The following privilege will need to be enabled for applicable roles to be able to create an Auth Line from an Invoice. 

Settings > Provider Build > Maintain Privileges > Electronic Billing

Quote
Enables the ability to create auth lines from the invoice window.

Creating the Auth Line

Navigate the the Manage Invoices Page using the Global Action Menu and create a new invoice. Select the applicable date, consumer, and authorization.



Click on the '+' icon next to the Auth Line drop-down menu

 

Fill in the Auth Line details and click save. 

 

You'll be redirected the the invoice details. Select the newly created Auth Line and save your invoice. 

 


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