What this guide helps you do
The Invoices page provides a clinic-wide list. Open an invoice to review it without leaving the list, then follow its status, item totals, payment history, or recorded changes.
In this guide
- Search by patient or invoice number
- Choose the correct location
- Read the invoice before editing
- Review payment and change history
The Invoices page before searching, with the selected location, New Invoice, search, and result count.
Find the invoice
1
Choose a location
Select the location that issued the invoice.
2
Search
Enter part of the patient name or invoice number in Search patient or #.
3
Open a result
Use the patient, number, date, amount, and status shown in the row to choose the correct invoice.
4
Page through older results
Use Previous and Next when necessary.
Invoice results narrowed to one patient or invoice number.
Review the invoice
- Status and Overdue appear at the top beside the invoice number.
- Issued and due dates explain timing.
- Billed From and Billed To show the clinic and recipient information.
- Case information appears when one is linked.
- Line items show type, description, quantity, price, discount, tax, and line total.
- Subtotal, tax, promotions, write-off, grand total, and payment history explain the balance.
An open invoice with billing details, line items, totals, and payment history visible.
Review saved changes
1
Choose View change history
The history loads when first opened.
2
Read each change
The field name, previous value, new value, date and time, and person who changed it appear when available.
3
Return to the invoice
Choose Close in the history area. A message states when no tracked changes exist.
Invoice change history showing an old value, new value, timestamp, and staff member.
Things worth knowing
- The patient’s Billing area is often faster when you are already inside the correct record.
- A status tells you the financial state; it does not replace reviewing the amounts and payment history.
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