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Create invoices and record expenses ​

Use Invoicing and Invoices to prepare invoices and keep track of income and expenses.

How to create an invoice ​

  1. Open Invoices and select New invoice, or choose Create invoice from a visit or patient service pack.
  2. Complete or review the invoice details and included concepts.
  3. Review amounts, taxes, payment information, and invoice status.
  4. Select the available save or issue action to complete the invoice.

How to review an invoice ​

  1. Open Invoices and use Search or the directory filters.
  2. Select an invoice to view its details.
  3. Use the document preview and download action when available.

How to record an expense ​

  1. Open Invoicing and select the expenses area.
  2. Select the action to add an expense.
  3. Enter the requested expense information and save it.
  4. Use the expenses directory to search for and review existing entries.

Important information ​

Invoices, cash-flow functions, and some financial actions are shown only to users with the necessary access. Deleting an invoice can affect whether its related visit or service pack can be changed or deleted.

Troubleshooting ​

  • If you cannot create an invoice from a visit or pack, review its charge status and any required details.
  • If the financial menu is not available, ask an administrator to check your access rights.