Invoices

The invoices page (/invoices) is the hub for patient billing, payment tracking, sample status, and report delivery. Nearly every lab workflow starts or returns here.

First-time setup

Configure Invoice settings and Patient fields before high-volume billing. See also Create your first invoice.

List filters

Open the Filters card at the top of the page.

Filter	Control	Behavior
Date range	Date range picker	Default: last 15 days; filters invoice date
Search	Text input	Matches invoice number, patient name, phone, access code, etc. Press Enter or click Apply
Test	Searchable select	Show invoices containing a specific lab test
Collection center	Searchable select	Filter by branch; clearable (all centers)
Referral	Searchable select	Filter by referring doctor/agent
Due only	Checkbox	Only invoices with outstanding balance

Button	Action
Apply	Runs search with current filter values
Clear filters	Resets date range, search, due-only, center, referral, and test

Results are paginated (50 per page) with server-side sort.

Invoice table columns

Default visible columns (toggle via column picker / export menu):

Column	Sortable	Description
Invoice details	Yes (invoicenumber)	Invoice # and online access code; offline sync badges if applicable
Reference number	—	External reference
Name / phone	Yes (patientname)	Patient identity
Father / husband name	—
Age / gender	—
Invoice date	Yes (invoicedate)	Date and time
Refer by	—	Referral or free-text referrer
Sample status	—	Collection/processing state
Sub total / Total / Received	Yes	Amounts in Rs
Marital status, DOB, blood group, city, CNIC, email, etc.	—	Optional demographic columns
Printing detail	—	Last report print timestamp
Dues	—	Highlighted red when > 0
Report	—	Status icon (printed vs pending)
Sample	—	Pipette icon → patient samples dialog
Tests	—	Color chips: green = results entered, red = pending
Actions	—	Actions dropdown menu

Export: Use the table export menu to download CSV/Excel with visible columns.

Create and edit invoice

Open via New invoice button, toolbar pen icon, or Actions → Edit invoice.

Health card section

Field	Description
Patient has health card	Checkbox — enables card number and linked-patient lookup
Card #	Health card number; searches existing patients on card
Patients on this card	Quick-select chips to load a family member

Patient section

Field	Required	Notes
Phone	—	Auto-searches existing patients by phone (400 ms debounce)
Name	Yes
Father / husband name	—
Date of birth	—	Auto-calculates age
Age	—	Editable; recalculates from DOB
Age unit	—	Years, Months, Days
Gender	Yes
Marital status	—
Collection center	—	Default “Self” if empty
Country / province / city	—	Location picker

Invoice detail section

Field	Description
Date	Invoice date/time; changing it recalculates line result times
Referred by	Referral dropdown from admin catalog
Sample collection	Taken in lab · Home collection
Referred by name	Free-text when referral not in list

Test lines table

Each row:

Column	Editable	Notes
Test	Search select	Selecting a test loads price, sample type, processing days, suggested result time, health-card discount
Price	Yes
Sample	Yes	Sample type label
Processing	Yes	Days until result; updates result time
Result time	Date/time picker
Discount	Value + % or Rs	Per-line discount

• Add test — appends a row and focuses test search on the new line.
• At least one test line is required to save.

Field	Options
Priority	Regular · Urgent

Totals and payment

Field	Description
Discount on invoice	Amount with % or Rs type
Less	Additional deduction
Received payment	Amount collected at save time
Payment method	Cash · Credit card · Online
Payment via	JazzCash · EasyPaisa · Bank transfer (when not cash)
Transaction / reference #	Optional reference for digital payments
Notes	Rich-text optional notes

Live totals panel: Sub-total, Discount, Grand total, Due.

Footer buttons

Button	Action
Cancel	Close without saving
Save & Print	Save then open invoice print preview
Save	Save only

Home sampling

Invoices created from Home sampling open in preview mode with patient and tests prefilled. Saving marks the request Invoiced.

Record payment (list page)

Actions → Dues / payments or the dedicated payment flow opens a dialog:

Field	Behavior
Amount	Pre-filled with current dues; numeric input
Record payment	Posts payment; refreshes list and dashboard

Actions menu

Every invoice row has an Actions dropdown:

Action	Read-only blocked?	Description
Enter result	No	Opens result entry for this invoice — see Result entry
Print report	No	Print preview for pathology report
Send report	No	SMS/WhatsApp/email delivery dialog
Send notification	No	Quick patient notification
Print invoice	No	Print preview for invoice receipt
Dues / payments	Yes	Record additional payment
Edit invoice	Yes	Reopen form dialog
Delete invoice	Yes	Confirm dialog; soft-delete (recoverable in Deleted invoices)
History	No	Audit log of changes
Lab order	No	Printable lab order / worklist
View patient	No	Patient detail card

Patient samples

Click the pipette icon in the Sample column to open Patient samples — lists samples linked to the invoice with export options.

Keyboard shortcuts

Key	Context	Action
Enter	Search filter input	Apply filters

There are no global hotkeys for create/save in the invoice dialog; use toolbar Create invoice or New invoice button.

Offline behavior

When offline, invoices may queue locally with Pending sync or Sync failed badges. Queued saves show a success toast and sync when connectivity returns.

Related documentation

• Patients — registry behind invoice patient lookup
• Collection centers — branch filter and assignment
• Settings / Invoice — print layout and auto-SMS
• Send report to patient
• Lab Administration / Referrals