Any user assigned as a Manager, Practitioner, or Medical Assistant, can create and edit invoices.

Note: If you have created custom roles for your organisation, then you must make sure you have enabled Invoice permissions for them. For more information, see here.

In this topic:

Create an invoice

To create a new invoice:

  1. Go to the Invoices page.

  2. Select New in the top left-hand corner.

  3. Fill out the invoice with the details you require.
    - Header: Select the header template which will display at the top of the invoice
    - Date: The date the invoice was created
    - Practitioner: The practitioner who delivered the appointment. This is optional
    - Billing: Enter the patient, and the person or organisation who will settle the invoice
    - Line items: The products that the invoice is addressing. Click Add invoice item to add products. Make sure you click the tick icon to confirm each item (see image below)
    - Comments: Add any notes to display on the invoice. You can also add internal notes that will not be displayed to the patient

  4. Click Save invoice in the top left-hand corner.

You are redirected to the Patients page. The created invoice appears in both the patient records and on the Invoices page.

Edit an invoice

To edit an existing invoice:

  1. Go to the Invoices page.

  2. Click on the invoice you want to edit.

  3. Select the edit icon in the top right-hand corner.

  4. Make the changes you want.

  5. Click Save changes.

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