Flows/Create an invoice

flowbillingCARE 3.0+

Overview

This flow describes how to create an invoice for an account in Care. The new invoice starts in the Draft state.

Pre-requisites

You create the invoice for an account of the patient at your facility.
The account has Billable charge items, or you add new charge items from Charge Item Definitions on the invoice page.
If you start from an appointment, the patient has an appointment at the facility.
You have the permissions listed below.

Permissions

Permission	Access
Can Write Invoice	Lets you create an invoice. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission.

Steps

1. Start the invoice

Start the invoice from one of these places:

Open the account and select the Invoices tab.
Open the appointment page. Care can pre-select the charge items of that appointment.
Open the account and select the Charge Items tab. Select the Billable items first.

📝 Note

Press c on the billing and invoice pages to create an invoice. Press i on an appointment page or an account page to create an invoice with the items pre-selected.

2. Select the charge items

Select the Billable charge items of the account that you want to include.

You can also add new charge items on this page. Select the charge items from the Charge Item Definitions.

3. Add the invoice details

Add the optional details for the invoice.

Components	What it captures
Payment Terms	The terms of payment for the invoice.
Note	More information about the invoice.
Issue Date	The date of issue for the invoice.

4. Create the invoice

Click Create Invoice.

Expected Outcome

Care creates the invoice with the charge items that you selected.
The invoice is in the Draft state.

Concept: Concepts/Invoice