This article explains how to raise a Fixed Cost E-Chit in the Unity® Practice Management, including entering profit costs, adding disbursements, and submitting the E-Chit for processing.
Follow along with the video training here:
To Raise a Fixed Cost E-chit:
1. Select the Raise Bill option to begin creating the Fixed Cost E-Chit.
2. In the Profit Cost section:
- Enter the agreed amount in the Net field
- The system will automatically calculate and apply VAT
If applicable, enter any TT charges in the relevant net field, and VAT will also be added automatically.
3: To include outstanding disbursements:
- Click Get Unbilled Disbursements
- The system will retrieve and display all available disbursement items
If there are disbursements you do not want to include, select Remove Row on the right-hand side to exclude them from the bill.
| Note: The bill total will automatically update based on the amounts entered and selected. |
4. The date field will usually default to the date the entries were created. Depending on your system setup:
- A bill number may generate automatically
- Or you may need to enter one manually
5. In the Narrative field, enter an appropriate description for the bill.
6. If you are authorized to approve your own bill, tick the Authorization checkbox
| Note: If the authorization option is greyed out, you can still submit the e-chit and it will be authorized on your behalf. |
You may also print the e-chit if required, although this is optional since the record is stored within the system
If needed, add notes for the cashier in the Notes field. Once all details have been reviewed, click Submit E-Chit in the bottom-left corner
The fixed cost e-chit will be submitted for processing.
Related Article:
Unity® PMS Onboarding
E-Chits