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Sync version 3.1 docs from ohcnetwork/docs@38d3e1f. (via create-page on MediaWiki MCP Server)

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{{Doc header
|type=flow
|domain=billing
|title=View an invoice
|summary=This flow describes how to open an invoice in Care and read its details. You can also print a copy of the invoice.
|order=1
|introduced=3.0
|concept=Concepts/Invoice
}}

== Overview ==

This flow describes how to open an [[Concepts/Invoice|invoice]] in Care and read its details. You can also print a copy of the invoice.

== Pre-requisites ==

* Someone created the invoice at your facility.
* You are a member of the facility that holds the invoice.
* If the invoice is locked, you have the permission to manage locked invoices. Without it, Care hides the totals of the invoice.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
! Permission !! Access
|-
| Can Read Invoice || Lets you open an invoice and read its details. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.
|-
| Can Manage Locked Invoice || Lets you read the full detail of a locked invoice, with its totals. Facility Admin and Admin have this permission.
|}

== Steps ==

=== 1. Open the invoice ===

Use one of these entry points:

* Go to the facility. Select '''Billing'''. Select '''Invoices'''. Select the invoice from the list.
* Open the account. Select the '''Invoices''' tab. Select the invoice from the list.
* Scan the QR code of the invoice.

=== 2. Read the invoice details ===

The invoice page shows the following information:

{| class="wikitable"
! Section !! What it shows
|-
| Patient and account summary || The patient and the account of the invoice.
|-
| Totals || The total amounts of the invoice.
|-
| Line items || The charge items that the invoice includes.
|-
| Status || The current status of the invoice.
|}

{{Note|1=If the invoice is locked and you do not have the permission to manage locked invoices, Care hides the totals.}}

=== 3. Print the invoice ===

Select '''Print Invoice'''. Care produces a printable copy of the invoice.

{{Note|1=The invoice page supports keyboard shortcuts. Press <code>p</code> to print the invoice. Press <code>s</code> to go to the source. Press <code>v</code> to view the invoice.}}

== Expected Outcome ==

* You see the patient and account summary, the totals, the line items, and the status of the invoice.
* You have a printable copy of the invoice when you select '''Print Invoice'''.
{{Navbox billing}}

{{Related}}

Flows/View an invoice - Revision history

Admin: Sync version 3.1 docs from ohcnetwork/docs@38d3e1f. (via create-page on MediaWiki MCP Server)