Working with invoices

Working with invoices

An invoice will automatically be created whenever a new medical record is added to a patient's profile (assuming another open invoice isn't already available). Invoices can also be created manually when checking in an appointment, from the Billing module, and from a client's profile.  For more information about creating an invoice as part of converting an estimate, please see working with estimates.

Medical records will automatically add charges to the applicable invoice.

To create an invoice when checking in an appointment:
  1. Navigate to the applicable appointment
  2. Click on the appointment
  3. Click on "check in"
  4. Set the "billing" field to create an invoice
  5. Complete the check in process
Save a step and set the "billing" field by default. Simply set the "Check In Billing" configuration under Settings to the desired default.

To create an invoice from the Billing module:
  1. Click on "Billing"
  2. Click on "invoices" and select "new invoice"
  3. Complete the form that appears
  4. Click "save"
To create an invoice from a client's profile:
  1. Navigate to the client's profile
  2. Click on "billing," hover over "new transaction," and select "new invoice"
  3. Complete the form that appears
  4. Click "save"
To edit an invoice:
  1. Navigate to the applicable invoice
  2. Click on "edit invoice"
  3. Make the desired changes
  4. Click "Save"
To delete an invoice:
  1. Navigate to the applicable invoice
  2. Click on "Delete Invoice"
  3. In the form that appears, select whether to preserve the related medical records, and confirm your intent to delete the invoice


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