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:
Navigate to the applicable appointment
Click on the appointment
Click on "check in"
Set the "billing" field to create an invoice
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:
Click on "Billing"
Click on "invoices" and select "new invoice"
Complete the form that appears
Click "save"
To create an invoice from a client's profile:
Navigate to the client's profile
Click on "billing," hover over "new transaction," and select "new invoice"
Complete the form that appears
Click "save"
To edit an invoice:
Navigate to the applicable invoice
Click on "edit invoice"
Make the desired changes
Click "Save"
To delete an invoice:
Navigate to the applicable invoice
Click on "Delete Invoice"
In the form that appears, select whether to preserve the related medical records, and confirm your intent to delete the invoice
To lock an invoice:
Navigate to the applicable invoice
Click on "edit invoice"
Change Status to "Locked"
Click "Save"
When a staff member is making a payment to an invoice, other users will be locked out from being able to add new payments, new records or edit the invoice. Other staff members will see options greyed out or a warning that a new payment is in process.
Locking an Invoice prevents a user from adding new items to it. A user with edit invoice permissions may unlock the invoice. |
You can set invoices to lock automatically after a set time. See: Locking Invoices |