Let's talk money! 💰

For Invoices that will be associated to a specific appointment (which is important for Insurance!), head to the Practice Manager, find the appointment, and select Checkout.

✨PSST!✨ We'll go over One-Off Invoices further down - hang tight!

From the Checkout Page, find Today's Charges. This section allows you to add in any CPT Codes, Modifiers, ICD-10 Codes, and to choose the Quantity of the Product / Service. Don't need all of that because you don't bill Insurance? No worries! Go ahead and just select the Product / Service and then click Save New Line Item 😉

This will take you to the Invoice page. Here, you can also add any additional charges, Discounts, Delete the Line Item, or Edit the Line Item. To take a payments, locate the "+" (blue plus sign) inside of the grey box:

✨PSST!✨ Add in the wrong Discount? No worries! Select Edit from the three dots next to the Line Item to bring you into Edit Mode, and then select the red x next to the Discount to delete it. You can also adjust the number of Units this way, too!

And that's it! Don't forget to Mark the Appointment Complete! 😎

There are two places to create One-Off Invoices:

In both locations, you will have the option to select + Add an Invoice / Create Invoice:

(The screenshot below is from the Financial's tab of the Patient Profile)

After confirming the clinic, it will then bring you to the Payment Screen, where you can easily Add the Charges you need before taking a payment. If you are selling more than one Product / Service, you can easily increase the number of Units you are selling before you add the Product / Service to the Invoice!

And there you have it! Invoicing has never been easier!

✨PSST!✨ Want to know the difference between Appointment-Associated Invoices and One-Off Invoices? We got you - CLICK HERE!