Creating Invoices

Creating Invoices

Generate professional invoices directly from patient visits.

Creating an Invoice

1. Go to patient profile → Billing tab
2. Click Create Invoice
3. Add line items (services, treatments)
4. Set quantities and prices
5. Apply discounts if needed (percentage per item)
6. Review tax calculations
7. Click Save

Invoice Features

• •Professional A4 format for printing
• •Automatic tax calculations (configurable rate)
• •Item-level percentage discounts
• •Multiple currency support
• •Custom invoice templates with clinic branding
• •Status tracking: Draft → Unpaid → Paid

Actions

• •Print — Generate a printable PDF
• •Send — Email invoice to patient
• •Download — Save as PDF
• •Charge Card — Process credit card payment (if Tranzila configured)

Tips

• •Paid invoices become read-only to maintain audit integrity
• •You can customize invoice templates in Settings → Billing