The invoice list is for finding one invoice fast and for seeing what's unpaid across the clinic. A search by patient or number and a status filter do the work.
The Invoices page
The Invoices page lists one location's invoices, newest first, with the count at the top. In a multi-location clinic choose the location first; an invoice raised at another location isn't in this list until you switch. Type a patient name or an invoice number into the search, and narrow by status with the list: All statuses, Issued, Partially paid, Paid, Void, Written off. Credit notes opens the list of credit notes, and New invoice starts one.
Each row shows the patient, the status, the invoice number and issue date, the total, and either the amount still due or Settled. An invoice past its due date with money owing is marked Overdue. An invoice raised from an appointment shows the appointment too. Select a row to open the invoice.
Long lists are paged: the foot of the list reads Showing 1–20 of 1,532 with numbered pages, … for gaps and previous and next arrows; on a phone it shows 3 / 12 between the arrows. While the list reloads after a page, location or filter change, the rows fade until the new page appears.
Inside an invoice
The invoice shows its number and status, the patient under Billing details and any case below it, the Line items with quantity, price, discount and tax, the totals including any promotion, written-off amount or credit note, the note, and Payment history with every payment and refund applied to it. Print and Email each offer the Invoice, a Receipt and, where one exists, the Credit note; see Send, print or export an invoice. The change history is a link at the top; see Invoice statuses and change history.
The same invoices are listed on the patient's Billing section, which is the quicker route when you're already on their record, and the Outstanding balances report lists what's owed across every patient.