# Self-Pay Invoice
A **Self-Pay Invoice** is used to bill patients who directly pay for their medical services without insurance involvement. This invoice includes itemized details, allowing users to manage discounts, VAT, and payment options efficiently. Users can add or remove items, apply overall or item-level discounts, and finalize payment through various methods. The generated invoice ensures accurate tracking and serves as a detailed financial record for both the patient and the clinic.
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### Steps to Create a **Self-Pay 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 summarizes the details of the Self-pay invoice. If required, you can apply an overall discount as a percentage or amount using the **OA.Disc.%** or **OA.Disc.Amt** fields.
**Applying Overall Discounts:** Discounts can be applied at the overall level, affecting all items in the invoice.
* The **Invoice Details** section provides item-level details, including:
* **Date of Invoice:** The current date is auto-populated by default. You can modify it using the date picker.
* The **Item Details** table displays item-specific details. Adjust the **Quantity** and **Rate** fields as needed. Enter item-level discounts in either the **Disc. %** or **Disc. Amt** fields. The **Tax Category** field appears in orange if editable; otherwise, it appears in blue.
**Modifying Tax Categories:** Toggle the **Overwrite VAT** switch for the specific item in the Service Master screen to make the Tax Category field editable. To change VAT, click on the VAT field. In the Tax Category pop-up, select the appropriate tax category (e.g., SR/ZR). Review the tax details displayed in the table. Confirm the selection to apply the tax category.
**Additional Fields:** Enter the **Clinician ID** if needed, and add remarks by clicking the pencil icon in the **Remarks** field.
**Adding and Deleting Items**
* **Add Items:** Click the **+** icon above the table. Select items in the Add New Items price card pop-up and click **ADD**. The items will be added to the list.
* **Delete Items:** Locate the item in the table. Click the **Delete icon** to remove the item. A confirmation pop-up will appear. Click **YES** to confirm. The item will be removed from the list.
* Once all items are finalized, proceed to the **Payment Options** section to collect payment. For detailed steps, refer to the [**Payment Options**](/uniteemr/application-modules/billing/invoice.md#payment-options) section.
* Click the **Save** icon on the Top Panel. The invoice will be created, and a unique Invoice Number will be generated and displayed in the **Invoice No.** field in the Patient Invoice(s) section.
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