1. Invoice Overview

At the top of the drawer, you’ll see:

Patient owes — the current remaining balance for this invoice.
Status — tells you the payment status:
- ✅ Paid (green) — the balance is settled.
- ❌ Unpaid (red) — the patient still owes a balance.
- ⏳ Pending Primary (yellow) — waiting for the primary insurance’s payment before finalizing the patient’s portion.
Invoice details — invoice number, invoice date, date of service, and case name.
View claim — opens the related claim for more details.

✅ Tip: Always check the Patient owes line first — it tells you the current balance and if further action is required.

2. Description

This section breaks down:

Charges — services or items billed (e.g., Evaluation, Therapy).
Adjustments — amounts removed from the total:
- Insurance adjustment — amount written off per the insurance contract.
- Patient adjustment — discount or adjustment applied to the patient’s responsibility.
Subtotal — total after adjustments.
Payments — how much the insurance and patient have paid toward this invoice.
Patient owes — what the patient still owes after payments.

Patient Payments is a list of all payments the patient has made toward this invoice, including the payment date, amount, and running total.

Shows the portion of patient payments that has been applied to this invoice.
If no payments are applied yet, you’ll see the notice: “No payments applied yet.”

Need help understanding payments? Read our payment help article.

The Patient copay section shows:

Copay Collected — amount collected from the patient at the time of service.
On hold — copay is waiting for insurance confirmation before it’s applied.
Amount applied — portion of the copay that was applied to this invoice.
Amount unapplied / Credit — remaining copay that can be refunded or left as a credit on the patient’s account.

At the bottom of the drawer, you’ll find a link to additional help articles on:

Click Read help article to open related guides.