MANSOQ Billing
Create an invoice
This flow describes how to create an invoice for an account in MANSOQ. The new invoice starts in the Draft state. Pre-requisites - You create the invoice for an account of the patient at your facility. - The account has Billable charge items,…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to create an invoice for an account in MANSOQ. The new invoice starts in the Draft state.
Pre-requisites
- You create the invoice for an account of the patient at your facility.
- The account has Billable charge items, or you add new charge items from Charge Item Definitions on the invoice page.
- If you start from an appointment, the patient has an appointment at the facility.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Write Invoice | Lets you create an invoice. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission. |
Steps
1. Start the invoice
Start the invoice from one of these places:
- Open the account and select the Invoices tab.
- Open the appointment page. MANSOQ can pre-select the charge items of that appointment.
- Open the account and select the Charge Items tab. Select the Billable items first.
Note: Press c on the billing and invoice pages to create an invoice. Press i on an appointment page or an account page to create an invoice with the items pre-selected.
2. Select the charge items
Select the Billable charge items of the account that you want to include.
You can also add new charge items on this page. Select the charge items from the Charge Item Definitions.
3. Add the invoice details
Add the optional details for the invoice.
| Components | What it captures |
|---|---|
| Payment Terms | The terms of payment for the invoice. |
| Note | More information about the invoice. |
| Issue Date | The date of issue for the invoice. |
4. Create the invoice
Click Create Invoice.
Expected Outcome
- MANSOQ creates the invoice with the charge items that you selected.
- The invoice is in the Draft state.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.