Flows/View an invoice

flowbillingCARE 3.0+

Overview

This flow describes how to open an invoice in Care and read its details. You can also print a copy of the invoice.

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.

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.

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.

The invoice page shows the following information:

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

If the invoice is locked and you do not have the permission to manage locked invoices, Care hides the totals.

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

📝 Note

The invoice page supports keyboard shortcuts. Press p to print the invoice. Press s to go to the source. Press v to view the invoice.

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.