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Version: 3.1

Issue an invoice

Overview​

This flow describes how to issue a draft invoice in Care. When you issue an invoice, Care fixes its line items and offers to record a payment.

Pre-requisites​

  • The invoice is in Draft status.
  • The invoice has at least one charge item.
  • You have the permission listed below.

Permissions​

PermissionAccess
Can Write InvoiceLets you issue the invoice. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission.

Steps​

1. Open the invoice​

Open the invoice page for the draft invoice.

2. Issue the invoice​

Click Issue Invoice.

Note: Press i on the invoice page to issue the invoice.

Care changes the invoice status from Draft to Issued. Care sets the issue date to the current time.

3. Record a payment​

Care asks you to record a payment against the invoice. Record the payment, or close the prompt to record it later.

Expected Outcome​

  • The invoice status changes from Draft to Issued.
  • The issue date shows the time when you issued the invoice.
  • Care offers to record a payment against the invoice.
  • The line items on the invoice are frozen. A later edit to a charge item does not change what the invoice shows.

Concepts:

Flows: