# Invoice

The Invoice module simplifies billing by offering tools for creating, managing, and processing Self-pay, Package, Insurance, and Co-pay invoices. It supports adding items, applying discounts, managing VAT, and selecting payment modes. Users can collect payments, handle overdue balances, and manage advances or refunds. The module also allows for editing, canceling, and printing invoices and receipts, while maintaining detailed invoice history for accurate record-keeping and improved workflow.

***

## Overview

The Invoice Dashboard provides a comprehensive set of tools to efficiently manage patient invoices. Key features include the **Search Field** for quickly locating invoices by criteria such as Invoice No, PIN, Patient Name, or EID, and the **Invoice Advanced Search** for applying multiple filters like date range, branch, and overdue status to refine searches. The **Invoice Queue** allows users to manage invoices associated with visits, including those waiting for billing or completed, while the **New Invoice** option supports the creation of invoices independently of visits.

<figure><img src="/files/9n5PgDmKiCH3biPlk9mb" alt=""><figcaption></figcaption></figure>

The invoice structure is designed to streamline billing processes, organizing essential details into four sections: **Top Panel**, **Patient Invoice(s)**, **Invoice Details**, **Invoice Instalment Details**, and **Payment Options & Summary**, ensuring clear and efficient management of billing and payments.

For further details on the[ **Invoice Dashboard**](/uniteemr/application-modules/billing/invoice/invoice-dashboard.md) and [**Invoice Sections**](/uniteemr/application-modules/billing/invoice/invoice-sections.md), please refer to the respective sections of this document.

***

## Functionalities

### [Create Invoice](/uniteemr/application-modules/billing/invoice/create-invoice.md)

The option to create invoices allows users to generate new invoices by selecting patients, doctors, and items, and applying applicable discounts, VAT, and payment methods. This can be done independently of a visit.

### [View Existing Invoices](/uniteemr/application-modules/billing/invoice/view-existing-invoices.md)

Users can view existing invoices by searching using filters like Invoice No, Patient Name, or date range. Invoices linked to visits can also be accessed through the Invoice Queue.

### [Edit Invoice](/uniteemr/application-modules/billing/invoice/edit-invoice.md)

The module supports editing of existing invoices, allowing users to update items, discounts, and payment details, ensuring accurate and up-to-date billing information.

### [More Action](/uniteemr/application-modules/billing/invoice/more-action.md)

The module includes options for canceling invoices, printing receipts, and maintaining detailed histories for accurate record-keeping. Advanced features also support the management of overdue balances and advances.

***

## Video Tutorial

{% embed url="<https://youtu.be/QmyKEBOW84E>" %}
Invoice -  Overview
{% endembed %}

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://unitecare.gitbook.io/uniteemr/application-modules/billing/invoice.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.