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Video: Create a Patient Invoice

Written by Ashley Lawrence

To create an invoice when the patient is responsible for the payment, follow these steps:

  1. Search for the patient in the search bar

  2. Click on their name

  3. Toggle over to the Memberships & Billing section

  4. In the Invoices section click + New in the upper right corner

  5. Click +Add Charge to add items or packages

  6. Click Issue $xx.xx Invoice

  7. Click the green $ Process Payment button or Record Payment to acknowledge check, cash or any other form of external payment

**Note: If the patient doesn't have a payment source on their account, click 'add payment source'

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