# Invoice Dashboard

The **Invoice Dashboard** provides essential tools for efficiently managing patient invoices. It includes a [**Search Field**](#search-field), which allows users to quickly locate invoices using criteria such as Invoice No, PIN, Patient Name, or EID. The [**Invoice Advanced Search**](#invoice-advance-search) feature enables users to refine searches by applying multiple filters, including date range, branch, and overdue status. The [**Invoice Queue**](#invoice-queue) allows users to view and manage invoices linked to visits, including those awaiting billing or completed. Additionally, the [**New Invoice**](#new-invoice) option enables the creation of invoices independently of visits, where users can select patients, doctors, and items for billing.

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### Search Field

**Search Field** allows users to locate patient invoices quickly. Users can search using **Invoice No, PIN, Patient Name, and EID.** Follow the steps below to use the Search Field

* Enter the search criteria in the field.
* Select the patient from the search results. The **Invoice Screen** will be opened. 

  <figure><img src="/files/hf69WnwD0QHkQaLiK3o8" alt=""><figcaption></figcaption></figure>

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### Invoice Advance Search

**Invoice Advanced Search** feature enables users to locate patient invoices using multiple filters. Follow the steps below to access the **Invoice Advanced Search.**

* Click the **Invoice Advanced Search** icon to open the pop-up screen.
* Use the filters available in the pop-up to refine your search:
  * **Date Range**: Specify the date range and click **SEARCH**.
  * **Overdue Invoices Only**: Select this checkbox to view only overdue invoices.
  * **Search Field**: Use this to search by **Patient PIN**, **Name**, **EID**, or **Mobile Number**.
  * Other filters include **Branch**, **Department**, and **Doctor**.
* Click an invoice from the search results to open the **Invoice Screen**. This action navigates to the **Invoice Screen**.

  <figure><img src="/files/rMwldgucqnxapKU1j1kX" alt=""><figcaption></figcaption></figure>

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### Invoice Queue

**Invoice Queue** pop-up screen displays invoices associated with visits that are either waiting for billing or have already been invoiced. It also provides search and filter options to manage invoices. Follow the steps below to use the Invoice Queue.

* Click the **Invoice Queue** icon to open the pop-up screen.
* Apply filters such as:
  * **Date Range**: Specify the date range and click **SEARCH**.
  * **Clinic**, **Department**, or **Doctor**.
  * **Status Filters**: Choose between **Waiting for Billing** or **Visit Completed** invoices.
* Select an invoice to open the **Invoice Screen**.

  <figure><img src="/files/H5qHLMg5D5qijYGNMRQc" alt=""><figcaption></figcaption></figure>

  If a patient has severe highlights recorded during their visit, an alert pop-up appears on the **Invoice** screen when creating an invoice. This notification helps staff identify critical issues, such as communicable diseases or other serious conditions, ensuring appropriate precautions and care. To close the pop-up, click anywhere outside the notification area.

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### New Invoice

**New Invoice** option supports creating invoices without an associated visit. To do so, follow the steps below.

* Click the **NEW INVOICE** button. This action opens the **New Invoice** pop-up screen.

  <figure><img src="/files/NN5pYmwk26Cqih8kDcFi" alt=""><figcaption></figcaption></figure>
* 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.&#x20;
  * Invoices for the selected patient will be listed in the below table. Click on any specific invoice to view its details. To proceed with a new invoice, continue to the next step.

    <figure><img src="/files/XrYZamCZI3jkJSFkHbNs" alt=""><figcaption></figcaption></figure>

    Similar to the **Invoice Queue**, the **Patient Highlights** alert pop-up will be displayed.
* Select the doctor using the filter fields and click **SELECT**. The Add New Items price card pop-up will appear.&#x20;

  <figure><img src="/files/6iEAtjU1v2xWeYDKHXc9" alt=""><figcaption></figcaption></figure>
* Choose the required items from the price card and click **ADD**. The invoice screen will open with the selected items.

  <figure><img src="/files/xdKZMDQCG9EI5KFN9NUF" alt=""><figcaption></figcaption></figure>
* Follow the standard [**Invoice Creation Steps**](/uniteemr/application-modules/billing/invoice/create-invoice.md) to finalize and generate the invoice.

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