Create Your First Invoice

This guide walks through creating a patient invoice from start to finish.

Permissions: invoices.create, patients.view (or register_patients.create for new patients)

Step 1: Find or register the patient

1. Click Patients in the sidebar.
2. Search by phone number or name.
3. If not found, click Add Patient and fill required fields.

See Patients.

Step 2: Start a new invoice

1. Go to Invoices → New Invoice (or use quick action Create Invoice).
2. Search and select the patient.
3. Optionally select:
   • Collection center (if multi-branch)
   • Referral doctor
   • Rate list (corporate/coupon pricing)

Step 3: Add tests

Method	How
Search	Type test name or code in the search box
Profile	Select a pre-defined test profile
Department filter	Browse by department

Review the line items:

Column	Check
Test name	Correct test selected
Price	Matches expected rate
Discount	Applied if applicable

Step 4: Apply discounts (optional)

Discount type	Where
Line discount	Per-test discount field
Invoice discount	Footer discount field
Rate list	Pre-configured in Admin → Rate Lists
Referral rate	Automatic from referral doctor profile

Step 5: Save the invoice

1. Review Total, Paid, and Due amounts.
2. Click Save.
3. Note the invoice number assigned.

API equivalent: POST /lab/pms/invoices

Step 6: Record payment

Scenario	Action
Full cash payment	Enter amount = total → Record Payment
Partial payment	Enter partial amount; due balance remains
Credit / referral	Select credit payment type if configured
No payment yet	Skip; invoice shows as unpaid

Step 7: Print receipt and barcodes

1. Print Invoice — patient receipt with access code.
2. Samples tab → Print Stickers — barcode labels for sample containers.

Invoice statuses

Status	Meaning	Next step
New	Created, no sample	Collect sample
Sample Collected	Barcodes printed	Send to lab
In Progress	Results being entered	Enter results
Verified	Report approved	Send to patient

Common issues

Problem	Solution
Cannot save invoice	Check billing lock
Test not in list	Admin must add to catalog
Wrong price	Check rate list and referral settings
Permission denied	Request invoices.create from admin

Related links

• Beginner Tutorial
• Tenant Portal: Invoices
• PMS API: Invoices
• Enter Results