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How to create an invoice

This guide explains how to create an invoice. This feature allows you to charge out costs directly.

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Step 1.

Go to Search patient.

Select the patient you want to create a treatment plan for.

Step 2.

You will then be taken to their patient EMR page.

Step 3.

Go to the New invoice tab. This will open a page where you can fill in the details of the invoice.

Step 4.

Once you have entered the details for the invoice, click Save as draft or Save and submit.

Step 5.

This will take you to see the details of the invoice.

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