Print an invoice
Overview
This flow describes how to print an invoice in Care. The printable page gives the patient or the payer a copy of the bill.
Pre-requisites
- The invoice exists in the facility, and you open the invoice list of that facility.
- If the invoice is locked, you have the permission to manage a locked invoice.
- You have the permissions listed below.
You can print an invoice at any status. Care does not require you to issue the invoice first. For a draft invoice, the printable page marks the document as a draft.
Permissions
| Permission | Access |
|---|---|
| Can Read Invoice | Lets you open and print the invoice. |
| Can Manage Locked Invoice | Needed in addition if the invoice is locked. |
The invoice screens do not hide these actions. If you do not have the permission for an action, Care refuses the request.
Steps
1. Open the invoice list
- In the facility sidebar, select Billing.
- Select Invoices.
2. Open the printable page
Care gives two entry points. Both use the button Print.
| Entry point | What to do |
|---|---|
| The invoice list | In the Actions column of the row, select Print. |
| The invoice | Open the invoice, then select Print. Press p for the same action. |
If the invoice has related invoices, the Print button on the invoice opens a combined document. The combined document prints those invoices together. For an invoice with no related invoice, Care prints the one invoice.
3. Check the printable page
The printable page has the title Invoice and the invoice number. Check the content before you print.
| Part | What it shows |
|---|---|
| Heading | The heading Invoice and the Issue Date. |
| Bill To | The patient details and the Address. For an invoice with no address, this block shows "No address provided". |
| QR code | A code for this invoice. Scan the code on the invoice list to open this invoice. |
| Item table | The columns Item, Unit Price, Qty, Discount, and Total. Unit Price and Total show the configured currency symbol. For an invoice with no items, the table shows "No charge items found". |
| Totals | The base amount, Surcharge, Discount, Net Amount, Tax, and Total. |
| Payments | For an invoice with payments, a table with the columns Date and Time, Payment Method, Reference, and Amount. The table also has a Total Received line. |
| Credit notes | For an invoice with credit notes, a table with the heading "Credit notes issued against this invoice". The table has the same columns and a Total Credit Notes line. |
| Footer | The Payment Terms, the Created By user, and the Location. |
For an invoice with the status Draft, Cancelled, or Entered in Error, the page marks that status on the document.
4. Print the page
Use the print command of your browser. Send the page to a printer, or save the page as a PDF file.
Expected Outcome
- Care opens the printable page for the invoice.
- The page shows the invoice details, the items, the totals, the payments, and the credit notes.
- The browser sends the page to the printer, or saves the page as a PDF file.
- The print action does not change the invoice. The status of the invoice stays the same.
Related
Concepts:
References:
Flows: