# Create Invoice
The invoice screen in Unite supports creating invoices with or without an associated visit. The core difference between the two options lies in how the items are fetched for the invoice:
* [**Visit-Associated Invoice:**](#visit-associated-invoice) The items will be automatically fetched from the Medical Records section for the billing process.
* [**Direct Invoice:**](#direct-invoice) The invoice can be created directly without the need for a visit.
Once saved, the system generates a unique Invoice Number, displayed in the Invoice No. field within the Patient Invoice(s) section, enabling tracking and access throughout the application. For detailed instructions on how to navigate to the invoice screen, please refer to the [**Visit Associated Invoice**](#visit-associated-invoice) and [**Direct Invoice**](#direct-invoice) sections.
{% hint style="info" %}
There is a configuration available for the **Manual Invoice Number** field. You can enable or disable this field, or make it mandatory. When enabled, billers must enter a manual invoice number when generating an invoice.
{% endhint %}
***
## Visit Associated Invoice
The Invoice screen facilitates creating invoices linked to a specific visit by fetching items from the Medical Records section, simplifying the billing process.
### **From the Invoice Queue**
* Click the **Invoice Queue** icon to open the **Invoice Queue** pop-up. By default, the table will display the **Waiting for Billing** invoices for the current day.
* You can use the **filters** above the table to view and access invoices from previous days or any created invoices.
* **Date Range:** Select a date range using the date pickers to filter invoices for a specific period.
* **Search Field:** Enter a patient's **PIN** or **name** to search for a specific invoice.
* **Branch, Department, or Doctor:** Filter based on the branch, department, or doctor associated with the invoice.
* Use the **Invoice Status Filter** to filter invoices by selecting **VISIT COMPLETED** for completed invoices or **WAITING FOR BILLING** for invoices that are still pending.
* The table displays filtered invoices, highlighting Insurance invoices in green and Self-Pay invoices in blue. Package visit invoices are also indicated by  icon.
* Click on an invoice to proceed, and the invoice screen will open based on the invoice type. Follow the standard invoice creation steps for [**Self-Pay**](/uniteemr/application-modules/billing/invoice/create-invoice/self-pay-invoice.md), [**Insurance**](/uniteemr/application-modules/billing/invoice/create-invoice/insurance-invoice.md), or [**Package**](/uniteemr/application-modules/billing/invoice/create-invoice/package-invoice.md) invoices to finalize and generate the invoice.
{% hint style="info" %}
You can also access the invoice screen through the **Make Invoice** option in the [**Scheduler**](/uniteemr/application-modules/scheduler.md) or [**Patient Queue**](/uniteemr/application-modules/patient-queue.md) **More Actions**.
{% endhint %}
***
### Direct Invoice
The Invoice screen supports creating invoices without an associated visit:
* Navigate to the Invoice dashboard and click the **NEW INVOICE** button. The **New Invoice** pop-up will appear.
* Search the patient using the patient’s **PIN**, **Name**, **EID**, or **Mobile Number** in the **Patient Search** field. A list of matching patients will appear. Select the patient from the list.
* Select the doctor using the filters and click **SELECT**. The **Add New Items** price card pop-up will appear.
* In the **Add New Items** price card pop-up, choose the required items or package and click **ADD**.
* Follow the standard invoice creation steps for [**Self-Pay**](/uniteemr/application-modules/billing/invoice/create-invoice/self-pay-invoice.md) or [**Package**](/uniteemr/application-modules/billing/invoice/create-invoice/package-invoice.md) invoices to finalize and generate the invoice.
***
## Video Tutorial
{% embed url="" %}
Invoice - Create Invoice
{% endembed %}
***
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