Invoices
The Invoices page manages outstanding debt collection and patient outreach for unpaid balances. View, filter, and manage invoices, create new ones, and track payment status.View Invoices
1
Navigate to Invoices
Go to Billing → Invoices
2
Review invoice list
See patient name, amount, status, due date, and creation date
3
Filter and sort
Use filters for status, date range, amount, or patient
Create Invoices
1
Click Create Invoices
Button in top right corner
2
Redirected to checkout
Select charges to include in the invoice
3
Generate and send
Invoice created and sent to patient
Invoice Actions
Click on an invoice row to view details, then choose from available actions:| Action | Description |
|---|---|
| Send Reminder | Send payment reminder to patient |
| Mark as Paid | Manually mark invoice as paid |
| Void Invoice | Cancel the invoice |
| Edit Details | Modify invoice information |
| Download PDF | Download printable invoice |
Invoice Table Columns
| Column | Description |
|---|---|
| Patient | Patient name and ID |
| Amount | Total invoice amount |
| Status | Current payment status |
| Due Date | When payment is due |
| Created | Invoice creation date |
| Actions | Available actions menu |
Invoice Statuses
| Status | Meaning |
|---|---|
| Pending | Awaiting payment |
| Paid | Fully paid |
| Partial | Partially paid |
| Overdue | Past due date |
| Voided | Cancelled invoice |
Troubleshooting
| Issue | Solution |
|---|---|
| Invoice not showing | Check filters applied |
| Can’t create invoice | Verify patient has outstanding charges |
| Send reminder fails | Check patient contact info |
| Filters not working | Clear and reapply |