Invoices
You issue the invoice from the patient's record, and you declare the therapeutic purpose yourself.
Start from a quote or from the description of a session, say how the patient paid, and issue. The number runs in sequence for each year and the PDF downloads from the row. Every payment ends up in Payments, where you prepare the healthcare expenses file.
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At a glance
- Who it is for
- For physicians who invoice their own patients and, at year end, must prepare the healthcare expenses for the Sistema Tessera Sanitaria.
- What it costs
- Included in every plan, from 129 € a month for one doctor, VAT excluded. The first month is free.
- Specific features
- Whether a line is VAT exempt is your call, line by line: Fibonacci does not choose the tax regime. An issued invoice cannot be edited, it is reversed with a credit note.
Invoices
What it does
Invoice from the record
From the quote or from the description of a session. Quote items without a cost are not carried over, and a note tells you so.
The physician declares the regime
The therapeutic purpose starts empty. With «yes» the line is VAT exempt (art. 10 no. 18 of DPR 633/72), with «no» you need a rate. The 2.00 euro stamp duty is shown as due when exempt services exceed 77.47 euros.
Payments and numbering
The Payments page is the cash book: every row comes from an invoice, on its payment date. It also says whether the year's numbers run without gaps or duplicates.
Invoices
Before and with Fibonacci
| Without Fibonacci | With Fibonacci |
|---|---|
| You type the number by hand and look for gaps at year end. | The number runs in sequence per year, and Payments flags gaps or duplicates. |
| You retype the patient's details and the quote lines. | You start from the quote: lines with a cost carry over to the invoice. |
| The VAT regime of each service lives in a note. | For each line you declare the therapeutic purpose: yes exempt, no with a rate. |
| You rebuild the month's takings from loose sheets. | Payments adds up the period's payments by method and exports them to CSV. |
| For healthcare expenses you copy tax codes and amounts by hand. | You prepare the CSV for the Sistema TS, with the list of documents left out. |
Invoices
How to use it, step by step
Step 1 of 5
Open Invoices from the record
Patient record, «Documents» section, «Invoices» tab, «New invoice» button.
Invoices
Good to know
The Sistema TS receives nothing
Fibonacci prepares a CSV file and sends nothing, nor does it use your credentials. You upload it yourself, by hand, on the Sistema Tessera Sanitaria website.
Outside the SdI
For an individual the document is outside the SdI. For companies, institutions and insurers the invoice must go through the SdI, which Fibonacci does not handle yet: the document is the internal record, and it says so on screen and on the PDF.
An issued invoice cannot be edited
You reverse it with a credit note for the full amount, which cannot be undone once issued. To redo it you issue a new invoice.
What stays out of the file
A list says why a document was left out: client not an individual, no therapeutic line, missing tax code or expense type. The file holds tax codes in clear text: treat it like a health document.
Invoices
Questions
Does Fibonacci advise me on the VAT regime?
No. You declare the therapeutic purpose yourself, line by line, and it starts empty.
Can I record a payment without an invoice?
No: payments come from invoices, on the payment date you enter.
Does the file reach the Sistema TS by itself?
No. You download the CSV and upload it yourself on the Sistema TS website.
How do I correct a wrong invoice?
It cannot be edited. You reverse it with a credit note and issue a new invoice.