Create a Product Invoice from Patient360

Create a Product Invoice from Patient360

You can create a Product invoice from two different areas in the platform:

From the Financial View
Directly from the Patient 360

This article walks you through how to create a Product invoice directly from the Patient360.

⚠️ If the person isn't registered as a patient, you'll need to do that first. You also need to ensure that the location has added products to the catalogue.

This method allows you to generate an invoice without linking it to a specific appointment. It's useful when you want to invoice a patient for a product or item not tied to an appointment.

⚠️Even if the patient doesn't have an appointment, you always need to create an invoice to register a payment.

Use this guide when:

You want to bill outside of a scheduled consultation or surgery.

Other ways to create an invoice:

How to create an appointment invoice - Create an Invoice for an Appointment

Useful links:

How to register a patient: Register a New Patient

How to add a new product to the catalogue: Add a product

Step-by-Step

1. Click on "Patients"

2. Find the patient and click "VIEW DETAILS"

3. In the left-hand menu, find Invoices and click on the plus sign

4. Select the location

5. Then select the treatment provider associated with the product

6. Now, let's add the product. Click "ADD"

7. Select "Product"

8. Find the correct product. In this example, we'll choose "Day Cream"

9. You can choose several products. Once done, click "Save"

10. You can adjust the price

11. and also adjust the quantity

12. Once you're done, click "Create Invoice"

13. Double-check that everything looks correct and then click "Pay Now"

14. Choose the payment method. In this case, the patient paid with cash.

15. Click "NEXT"

16. Click "Confirm"

17. The invoice is now marked as paid.