In this article you will learn how to:
- Create an invoice through the scheduler or the main menu
- Create an invoice from the Main Menu
- Create an invoice from the individual patient history
- Edit invoice
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Creating an invoice is one of the most important functions in a practice because it keeps records of treatments and procedures that patients received. We've written a step-by-step procedure on how to create an invoice on our platform to make your experience with Remedly easier.
Creating an Invoice from Your Scheduler
1. Go to your schedule and click the appointment for which you want to create an invoice.
2. Scroll down to the billing status and click Create Invoice.
3. Before you create an invoice, make sure the patient info, appointment, practice location, and invoice date are correctly input. 
4. Scroll down to the bottom and click Charges to add line items. Make sure to charge to Patient.
Apply any discount and tax if necessary.
5. Once done, click Add.
6. Review the charge summary.
7. Click Create Invoice OR Create Invoice & Record Payment to proceed. 
- Create Invoice: your invoice will be created but you won't record the payment
- Create Invoice & Record Payment: your invoice will be created and it will direct you to record payment
Note: When the invoice is linked to the appointment, it's not possible to unlink it. The only way to unlink it is to void it.
Creating an Invoice from the Main Menu
1. Click Financial Transactions (or the 2nd icon from the right) at the top of the main menu.
2. Click Invoices on the left.
3. It will show all invoices created. Click the arrow on the right to edit, void, or record payment each invoice.
4. You can also search an invoice by patient name.
5. Click New to create a new invoice.
6. Type the patient's name that you wish to create an invoice for and add line items.
Create an invoice from the individual patient history
To create an invoice from the individual patient history of a patient do the following:
1. Open the individual patient history of a patient
2. Expand the Invoices section
3. Click Add New Invoice.
Edit an Invoice
If you need to edit an invoice, you can do it in 2 ways:
- from the individual patient history
- from Invoices in the Financial section
Note: The invoices should not be edited once they are paid.
You can discount separate line items by clicking Edit in Charge Summary and then adjusting the price.
In order to discount an invoice instead a line item, use the patient adjustment option.
Add the discount amount and the description or reason for the discount, then click Add Charge.
The discount will apply to the overall invoice.
After that click Update Invoice or Update invoice & Record Payment.
Video
Content Timelines per Minute:
00:00 - 00:03 - Introduction
00:04 - 00:24 - Places to create an invoice from
00:25 - 02:10 - Creating an invoice from the appointment window
02:11 - 02:37 - Creating an invoice from the Financial section
02:38 - 03:07 - Searching for certain invoices
03:08 - 04:46 - Editing an invoice
04:47 - 04:58 - Checking the invoice PDF