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 chart

  3. Click on their 'invoices' tab

  4. Click '+ New Invoice' in the upper right corner

  5. Start typing the charge name and select the charge from the dropdown options

  6. Click 'add charge' to add additional items or 'issue' once the invoice is ready for payment

  7. The green 'process payment' button at the bottom of the page to select a payment source or 'record payment' to acknowledge cash or check payment.

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

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