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How to create and manage clinic invoices

Use Billing for financial work across the clinic's patients and providers.

  1. Open Billing

    Use Outstanding to review balances and Invoices to find existing invoices. You can also open Billing within a clinic patient record.

  2. Create or open an invoice

    Choose the patient and relevant appointment or service. Check the provider, line items, and amounts before saving the invoice.

  3. Review before sending

    Edit a draft while changes are still available, then use the invoice's send action. Open the invoice again to review its status and payment history.