To add a one-time charge for a patient, such as a vaccination or lab fee that might not be included in the membership:
Navigate to the patient profile
Click Membership & Billing
Click on the 'Invoices' tab
Click'+New Invoice
Click 'Add Charge"
Start to type the name of the charge item you would like to add. If you have preloaded a list of charge items, that list will pop up, and you can select the item you want. If you did not upload a list, you can still enter the item, its quantity, and amount
Click 'Issue Invoice'. If there is a payment method, you will then be able to process the invoice, schedule it for a future date, or indicate you received a cash or check payment. If there is no payment source, you will be able to add one and then process payment, or indicate that you received a cash or check payment
A full article on how our charge items work can be found here.