Flows/Issue an invoice
From OHC Network Wiki
More languages
More actions
Overview
This flow describes how to issue a draft invoice in Care. When you issue an invoice, Care fixes its line items and offers to record a payment.
Pre-requisites
- The invoice is in Draft status.
- The invoice has at least one charge item.
- You have the permission listed below.
Permissions
| Permission | Access |
|---|---|
| Can Write Invoice | Lets you issue the invoice. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission. |
Steps
1. Open the invoice
Open the invoice page for the draft invoice.
2. Issue the invoice
Click Issue Invoice.
馃摑 Note
Press
i on the invoice page to issue the invoice.Care changes the invoice status from Draft to Issued. Care sets the issue date to the current time.
3. Record a payment
Care asks you to record a payment against the invoice. Record the payment, or close the prompt to record it later.
Expected Outcome
- The invoice status changes from Draft to Issued.
- The issue date shows the time when you issued the invoice.
- Care offers to record a payment against the invoice.
- The line items on the invoice are frozen. A later edit to a charge item does not change what the invoice shows.
Related
- Concept: Concepts/Invoice