How do I create an invoice?

There are two methods to create an invoice for any of the patients/clients in your roster, provided that there is a billing transaction already present in the transactions list. Read on to learn how: 

On a patient's/client's chart.

1. Go into a patient's chart through the ''Shortcuts'' menu on the home page by selecting ''View billing'' from the ''Go to'' dropdown menu, as shown below:

2. On the ''All Transactions'' tab, click on the checkbox(es) for the transaction(s) that you'd like to create an invoice with. Alternately, If only one entry is being invoiced, you could select ''Create Invoice'' from the dropdown menu that corresponds to that entry. 

3. Click on the ''I want to...'' dropdown box, select ''Invoice'', and then ''Create New''. 

4. The new invoice will be displayed on your screen along with the selected transactions. 

5. The information on the ''Invoice Date'', and ''Term'' fields will be auto-populated for you, but can be edited if you desire. In addition, you can add a comment to the patient/client in the ''Comment'' field. 

6. Click on ''Create'' to create the invoice. Or, click on ''Create + Send'' to create the invoice and send it to the patient's/client's portal, provided that the patient/client has already created a portal account. Note: If the ''Create + Send'' button is grayed out, it indicates that the patient/client does not have an active portal account or that the permission to view invoices has not been enabled in ''Charts>Demographics''.

7. You'll be taken to the ''Invoice Tracker'' section afterwards.


On the ''Financial>Financial Summary'' section:

1. Click on "Financial".

2. On the ''All Transactions'' section, search for the patient/client that you would like to create an invoice for on the ''Show All'' field by entering the first, last name or chart number.

3. Click on the checkbox(es) for the transaction(s) that you would like to create an invoice for. Alternately, If only one entry is being invoiced, you could select ''Create Invoice'' from the dropdown menu that corresponds to that entry. 

4. On the ''I want to...'' dropdown box, select ''Invoice'' and then ''Create New''.

5. The new invoice will be displayed on your screen along with the selected transactions. 

6. The information on the ''Invoice Date'', and ''Term'' fields will be auto-populated for you, but can be edited if you desire. In addition, you can add a comment to the patient/client in the ''Comment'' field. 

7. Click on ''Create'' to create the invoice. Or, click on ''Create + Send'' to create the invoice and send it to the patient's/client's portal, provided that the patient/client has already created a portal account.  Note: If the ''Create + Send'' button is grayed out, it indicates that the patient/client does not have an active portal account or that the permission to view invoices has not been enabled in ''Charts>Demographics''.

8. You'll be taken to the ''Invoice Tracker'' section afterwards.

That's it! If you have any questions, please contact us

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