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
Navigate to Invoices
Go to Billing → Invoices
Review invoice list
See patient name, amount, status, due date, and creation date
Filter and sort
Use filters for status, date range, amount, or patient
Create Invoices
Click Create Invoices
Button in top right corner
Redirected to checkout
Select charges to include in the invoice
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 |
Overdue invoices may trigger automated reminder workflows if configured in settings.
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 |
