The invoicing system allows you to create professional invoices with line items, generate PDFs, and email them directly to patients.
DRAFT → SENT → PAID
↘ OVERDUE
→ CANCELLED
| Status | Meaning |
|---|---|
| DRAFT | Being prepared, not yet sent |
| SENT | Issued to the patient |
| PAID | Full payment received |
| OVERDUE | Past due date, payment not yet received |
| CANCELLED | Invoice voided |
From a Draft invoice:
The system automatically flags invoices past their due date as OVERDUE.
| Field | Description |
|---|---|
| Invoice Number | Auto-generated unique reference |
| Issue Date | Date the invoice was created |
| Due Date | Payment deadline (typically 30 days) |
| Payer Name | Patient or organisation name |
| Payer Email | Email for invoice delivery |
| Line Items | Individual charges with description and amount |
| Total Amount | Sum of all line items |
| Status | Current lifecycle status |
| Notes | Any additional information |