Accessing Invoice History
Navigate to the Billing section from the main menu.
The Invoice History table provides a detailed list of all invoices.
Understanding Invoice Details
Invoice Number: Unique identifier for each invoice.
Patient: The patient associated with the invoice.
Type: Indicates whether the invoice is for a session, cancellation, or other charges.
Payment Status:
Pending: Awaiting payment.
Paid: Successfully processed.
Failed: Payment was unsuccessful.
Date Issued: When the invoice was created.
Total: The amount billed.
Actions for Invoices
Locate the desired invoice in the Invoice History table.
Click the More Actions icon (three dots) next to the invoice.
Available options:
View Invoice: Open the invoice to review details.
Share Invoice: Generate and send a sharable link to the patient.