About this guide and its review
Status: CanonicalLast reviewed: 2026-10-20Scope: Public
Billing: review, issue and collect
Your goal
Record the actual service and money without confusing a draft, an invoice and a receipt.
A short daily checklist
- Open Patient account and check the patient.
- Review performed-service lines or enter a manual invoice.
- Fill missing prices and review the total and discount.
- Check full, partial or later payment, actual currency and any required rate.
- Confirm the chosen action, then review Invoices & payments or print its copy.
Record the actual service and money without confusing a draft, an invoice and a receipt. Follow the steps in order and confirm each saved result.
What to expect
Saving a draft receives no cash. Display currency and reprinting change no debt or payment. A fee reduction is not an automatic refund. A cashier cannot finish an active clinical visit by issuing its invoice.
If you cannot continue
Read the visible explanation. Check the patient and latest saved state before retrying. Ask the clinic owner about missing access; use Help and support for a persistent problem without including patient details.