Invoices & Payments

Open invoices and payments from Invoices in the patient profile. Open patient discounts from the Discounts card. Because financial actions can affect balances immediately, confirm the patient and invoice before saving and follow the clinic's billing policy.

Billing tutorials

• Invoices overview
• Create and edit an invoice
• Payments and refunds
• Credit and debit notes
• Installment plans
• Attach a document to an invoice
• Patient discounts

The billing lifecycle

1. Add procedures or products to an invoice.
2. Review the amount, discount, tax, due date, and invoice note.
3. Create the invoice and monitor its status.
4. Record payments as the patient pays.
5. Use a refund or credit/debit note when the original transaction needs correction.
6. Use installments when the balance should be collected across scheduled stages.
7. Configure a patient discount when the patient is eligible for a reusable discount rule.

Invoice statuses

The invoice list can be filtered by All Invoices, Unpaid, Upcoming, Paid, and Canceled. Individual invoice statuses can include Expired, Unpaid, Partial, Pending, Paid, and Canceled.

Keep billing separate from clinical records

Treatment History records clinical work. Treatment Plans organize planned care. Invoices convert billable procedures or products into financial records and track the resulting transactions. Patient discounts are reusable rules that can change the invoice calculation for matching items; they are not payments or refunds.

Use a demo or training patient when exploring billing. Do not create a payment, refund, note, installment schedule, or document unless you intend to update the patient's record.