Billing

Find all Invoices and Estimates, All Payments, Credit Memos, Notes, and billing Events under the Billing tab.

If an invoice is in due status, DUE will appear in green. If past invoices are still unpaid, the notification will be present despite payment of the current invoice.

Available tasks on this page include:

Print Billing Statement: this allows the download and printing of a statement that includes details on all invoices, payments, adjustments, and the total amount due.

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New Payment: select to take payments or deposits not associated with an encounter. This will place a credit on the account. This will apply a credit to the account if no invoice is due. EXAMPLE: INVOICES WITH AN AMOUNT DUE, THE CREDIT WILL APPLY TO THOSE INVOICES.
New Estimate: opens a new estimate. To create an estimate, navigate to Financials > Estimates under Accounting on the left-hand side of the screen.
New Invoice: opens an invoice not associated with an encounter.
The Overview section shows totals for the current balance due, credits on the account, lifetime value, and the current year’s value.

Invoice

Filter the fields by:

Down Arrow: downloads the invoice section as an Excel spreadsheet

A/Z: filters from high to low or low to high value

The invoice status is as follows:

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Open (orange): not finalized or in progress
Due (green): full or partial payment due
Paid (light blue): fully paid
Collections (pink): A pink flag is applied in the taskbar in collections.
Uncollectable (red): Accounts uncollectible are receivables or other debts with no chance of being paid. An account may become uncollectible for many reasons, including the debtor's bankruptcy, an inability to find the debtor, fraud on the debtor's part, or lack of proper documentation to prove that debt exists.

Use the ellipses (three dots to the right of an invoice) to mark a due balance as sent to collections or mark it as due.

Also, see Text/Email to Pay.