# Invoice History

The **Invoice History** screen displays all actions related to an invoice, including its creation, modifications, and deletions. This feature enables staff to track changes, maintain accurate records, and ensure accountability.

***

## Overview

The **Invoice History** screen includes a **Search Field** at the top for staff to filter and quickly find specific invoices. The **Top Panel** displays important details, such as the patient's personal information, visit date and purpose, and key invoice information like status and reference number. It also shows cash or insurance visit and a breakdown of amounts, including advance payments, credit notes, and overdue balances.

<figure><img src="/files/l7NotmZ2tiaeB56EPqvQ" alt=""><figcaption></figcaption></figure>

The following details are displayed in the **Invoice History Spread**:

* **Icons:** Visual indicators show the actions taken on the invoice
  * **Created:** Indicates when the invoice was initially generated.
  * **Modified:** Shows if any changes have been made to the invoice.
  * **Deleted:** Indicates if the invoice has been cancelled from the system.
* **Gross:** The total amount before any deductions or discounts.
* **Nett:** The amount after deductions and discounts have been applied.
* **Dis. Amount:** The total value of any discounts given on the invoice.
* **Patient Share:** The portion of the total amount that is the responsibility of the patient.
* **Tax Amt:** The total tax applied to the invoice.
* **Total:** The final amount due after all calculations, including gross, discounts, patient share, and taxes.
* **Finance Status:** Indicates the current financial status of the invoice.
* **Claim Status:** Displays the status of any insurance claims associated with the invoice.
* **Timestamp:** Records the Username, date and time when each action was taken on the invoice, providing a clear timeline of its history.

***

## Functionality

### View Invoice History

Open the **Invoice History (Home > Billing > Invoice History)** screen. Use the search field to locate the respective invoice using the **Invoice No., PIN, Patient Name,** or **EID**. This action opens the invoice history for that invoice. Toggle the **Plus** icon to expand or collapse the line items.

<figure><img src="/files/L0eZfPNCEYwnBIYQaOsi" alt=""><figcaption></figcaption></figure>

***


---

# 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-history.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.