# Package Invoice

A Package Invoice is used for billing services grouped under a predefined package. It includes the total package price, detailed item breakdowns, and applicable discounts or VAT. The system supports adding or updating items, applying overall or item-specific discounts, and managing package consumption history. Only one package can be invoiced per invoice, ensuring clarity and streamlined billing.

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### Steps to Create a Package Invoice

* Open the **Invoice** screen by navigating to **Home > Billing > Invoice**.
* The [Patient Invoice(s)](/uniteemr/application-modules/billing/invoice/invoice-sections/patient-invoice-s.md) section contains the details of the package's total price.  A **package indication** will be visible near **Invoice No**, specifying that this is a package invoice. 

  <figure><img src="/files/g0cP0dSxKOECQBJ74Hmn" alt=""><figcaption></figcaption></figure>
* If needed the Overall discount can be applied in the OverAll Discount % (**OA.Disc.%**) and OverAll Discount Amount (**OA.Disc.Amt**) fields. These updates apply only to the current invoice and do not affect the package details in the system.
* The Invoice Details Section lists the package items with the package details. If needed Discount amounts can be applied to the package level again.\
  \&#xNAN;***Note:** Alternatively, the package can be added using the **Plus*** ![](/files/VKGWhXv1TKFB7yXZuJMx) *icon.*

  <figure><img src="/files/M6UEklBVxq5iihN8N1WR" alt=""><figcaption></figcaption></figure>

  **Expand and Collapse Details**

  * Clicking the ![](/files/gCMeHmhmxnD4akxQzJtu) **(Expand Details)** icon opens the details of the line items within the package.&#x20;
  * The expanded section contains a table with the package item details. Fields such as **Base Price**, **Quantity (Qty)**, and **Discount** can be updated as needed.&#x20;

    <figure><img src="/files/SrVhvPVi369axijhKco5" alt=""><figcaption></figcaption></figure>
  * If needed Items can be deleted using the **Delete** icon and new items can be added using the **+ (New)** icon.

    <figure><img src="/files/prdz85C3HrxN04zSpO4i" alt=""><figcaption></figcaption></figure>
  * Clicking the ![](/files/wTzBfV3pbC3Om2LcIN3O) **(Collapse Details)** icon closes the expanded section.

    <figure><img src="/files/DifcZnCkrDJU2JE2R0Ga" alt=""><figcaption></figcaption></figure>
* Once all items are finalized, proceed to the **Payment Options** section to collect payment. For detailed steps, refer to the [**Payment Options & Summary**](/uniteemr/application-modules/billing/invoice/invoice-sections/payment-options-and-summary.md) section.
* Click the **Save** icon on the [Top Panel](/uniteemr/application-modules/billing/invoice/invoice-sections/top-panel.md). The invoice will be created, and a unique Invoice Number will be generated and displayed in the **Invoice Number** field in the **Patient Invoice(s)** section.

  <figure><img src="/files/CdICWh52lYCDuYgj8KYx" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To print the package details, refer to the below topics:

* [Print Invoice With Package Detail](/uniteemr/application-modules/billing/invoice/more-action/print-invoice-with-package-detail.md)
* [Print Package Consumption History](/uniteemr/application-modules/billing/invoice/more-action/print-package-consumption-history.md)
* [Print Package Reimbursement](/uniteemr/application-modules/billing/invoice/more-action/print-package-reimbursement.md)
  {% endhint %}

{% hint style="warning" %}

* **One Package per Invoice:** Only one package is allowed per invoice. Adding multiple packages to a single invoice is not permitted.
* **Creating Additional Invoices:**  If additional items or services are added apart from the current package during the same visit, a separate invoice must be created for those additional items. To create another invoice for the same visit, refer to the [**Multiple Invoices Against Same Visit**](/uniteemr/application-modules/billing/invoice/create-invoice/multiple-invoices-for-the-same-visit.md) section.
* To learn more about the overall workflow, refer [**Package Workflow**](/uniteemr/application-modules/packages.md#workflow) section.
* **Adding Items Warning:** If you attempt to add additional items to the package invoice by clicking ![](/files/VKGWhXv1TKFB7yXZuJMx) **(Add Items)**, a warning message, "Maximum one package per invoice" will appear. This message prevents the addition of other items to the same package invoice.
  {% endhint %}

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