Billing Overview — Invoices, Payments & Refunds

Core actions

• Create Invoice — generate a new invoice for a patient, itemized for consultations/services.
• Record Payment — log a payment against an invoice (cash, card, wallet, etc.).
• Pay from Wallet — deduct from a patient's portal wallet balance to settle an invoice.
• Settle Invoice — create an invoice and apply payment in one combined step.
• Issue Refund — refund part or all of a payment (manage_billing/process_refunds).
• Void Invoice — cancel an invoice that shouldn't count (e.g., created in error).
• Issue Credit Note — issue a credit against a patient's account instead of a cash refund.
• Add Advance — record an advance payment for future services.
• Send Reminder — send a payment reminder to the patient for an outstanding invoice.

Cash shift & deposit workflow

• Open Shift / Close Shift — front-desk staff open a cash shift at the start of a session and close it at the end, reconciling collected cash.
• Confirm Deposit — an admin/finance role confirms a cash deposit was banked, requiring confirm_deposits.

Step-by-step: billing a patient

1. Open the patient's Billing tab or go to Billing and search the patient.
2. Create an invoice with the relevant line items.
3. Record the payment method used, or settle in one step if paid immediately.
4. Print the invoice if the patient needs a physical copy (see Printing Invoices).