On Mon, Jan 15, 2018 at 1:02 AM, Cédric Krier <[email protected]> wrote:

> On 2018-01-14 21:17, Khurram Shahzad wrote:
> > Hi,
> >
> > We create Sale for the patients visiting our hospital for various
> services.
> > The patients pay for the invoices generated for these sales.
> >
> > Now we are having some insurance patients and the bill of services will
> be
> > sent to the insurance company for payment.
> >
> > Should the party in Sale record be the 'Insurance Company' or the
> > 'Patient'? We must have the 'Insurance Company' in the Party field of the
> > Invoice as we have to book the payable against the insurance company not
> > the patient.
> >
> > I can't save the 'Patient' in party field of the Sale if I try to
> generate
> > the invoice for 'Insurance Company' as party. As a result, I am unable to
> > save the information that this sale was against the patient.
> >
> > Please guide how can I handle this scenario.
>
> First, could you precise what you mean by "sent to the insurance
> company"? Does it mean that the insurance company is invoiced or it
> just receive the invoice but the patient is still invoiced?
>

It means that "we invoice Insurance Company" who is responsible for paying
to hospital for the services given to the patients (their clients). The
patients, in turn, have their contracts/agreements with the insurance
companies and our hospital has nothing to do with it.

>
> Depending on the answer, you may need to add a "Invoice Party" field
> (just like we have a "Shipment Party"). Or to extend the domain on the
> "Invoice Address" field to allow the address of the insurance company.
>

Ok. That's fine for Invoice but what about Sale? Should we add a field on
Sale as well?

Regards,
Khurram.

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