ScreensBilling
Billing
Every invoice and estimate, what's owed, and what came in this month.
1. Unbilled medication dispenses
Medications dispensed from stock that aren't on an invoice yet.
2. Totals
Outstanding, overdue, and collected this month.
3. Filter by status
Draft, sent, paid, overdue, void, or estimates.
4. Invoices
Click one to see its items, take a payment, email it, or download a PDF.
5. New Invoice
Start an invoice that isn't tied to a visit.
What you can do here
Capture visit chargesAdd the services and products from the visit to a draft invoice. 4 min · Front desk, adminsCreate and present an invoiceCheck the bill, mark it sent, and give it to the client. 4 min · Front desk, adminsTake a paymentTake a card, or record cash, check, or a payment on your own terminal. 4 min · Front desk, adminsLet a client pay laterFinish the visit and keep the unpaid balance on file with a due date. 3 min · Front desk, adminsRefund or adjust a paymentFix a balance with a refund, credit, or write-off, and a clear reason. 5 min · Front desk, admins