Billing

Create an invoice

Select charge items for an account and create an invoice with the required invoice details.

Current source · source reviewed · 3 min read

Before you begin

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.

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.

Start from an isolated synthetic finance account · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. This dedicated synthetic finance account starts with no invoices or charges and zero calculated totals. It is separate from the clinical teaching patient account.

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.

Add a configured charge definition to the invoice · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. The real invoice form selects the configured General Outpatient Consultation teaching charge,150 SAR per unit, with quantity1. No care was delivered and no clinical performance attestation is implied.

Create the selected draft invoice · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. One configured150 SARcharge is selected and the note explicitly marks the entire self-pay finance flow as synthetic. Creation makes a draft rather than a tax-qualified electronic invoice.

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.

Add optional issue-date, payment-term and note details before creating the draft. The captured form explicitly marks the example as synthetic.

4. Create the invoice

Click Create Invoice.

The current synthetic self-pay example saved INV-108-26 as a 150 SAR draft with one selected charge. Draft creation is separate from issue, receipt, final tax determination and electronic-document filing.

Verify the newly created draft invoice · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. Actual Facility Admin UI creation saved INV-108-26 as a150 SARdraft with one consultation charge and a synthetic-only note. No electronic tax document or insurer claim exists for this example.

Permissions

Permission	Access
Can Write Invoice	Lets you create an invoice. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission.

Expected Outcome

MANSOQ creates the invoice with the charge items that you selected.
The invoice is in the Draft state.

Version and facility configuration

This procedure is grounded in the repository’s version 3.1 user guide and the audited source revision. Available encounter types, required demographics, terminology, permissions and enabled services depend on your facility configuration. Use the labels and access controls on your own instance; the source references below identify the documented implementation.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.