# Statement of Accounts (SOA)

This tab provides a clear overview of the patient's financial transactions with the healthcare facility, including both active and cancelled invoices.

<figure><img src="/files/TNlpuzG1YeiqtcF2vNEL" alt=""><figcaption></figcaption></figure>

The right-side panel displays the total number of visits and invoices, along with a chart that illustrates the revenue from cash payments and insurance claims. Additionally, this panel shows the total amount paid by the patient and advance balance. If there is an outstanding amount, this information will be displayed as well.

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## SOA Tab Features

### Active and Cancelled Invoices

* In the **Active Invoices** tab, all currently active invoices are displayed. Any invoice can be selected to open the **Invoice Details** pop-up screen.

  <figure><img src="/files/ASXd352BFm5HBwMrPV9Z" alt=""><figcaption></figcaption></figure>

  * The **Invoice Details** pop-up screen shows detailed information about that specific invoice.

    <figure><img src="/files/ZLwlCwoAx2hUF0RbhlBI" alt="" width="563"><figcaption></figcaption></figure>
* To view canceled invoices, click on the **Cancelled Invoices** tab. Similar to the **Active Invoices** tab, any canceled invoice can be selected to open a detailed view.

  <figure><img src="/files/UPa0QL4dOqth8vMhHZJz" alt=""><figcaption></figcaption></figure>

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### Sort

<figure><img src="/files/CHEvFyE2fHAsvS48FQpj" alt=""><figcaption></figcaption></figure>

Invoices can be efficiently organized by sorting them based on various criteria. The following options are available for sorting: **LATEST**, **DOCTOR**, **SPECIALITY** and **PACKAGE**

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### Print

* Click the print icon to open a preview screen. This allows for viewing how the invoice will appear when printed.

  <figure><img src="/files/Wiw9zYjDP70R2zOx2ZMV" alt=""><figcaption></figcaption></figure>

  * Users can choose to download the report as a PDF or print a physical copy.

    <figure><img src="/files/fuC72cEXM7itLzp26w5H" alt=""><figcaption></figcaption></figure>

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### Email

* To email the invoice, click the email icon. This opens a pop-up screen where the email information can be viewed or edited.

  <figure><img src="/files/aYKJGcwO7ssHzuCMHFxh" alt=""><figcaption></figcaption></figure>

  * After verifying the email details, click the **SEND EMAIL** button to send the invoice.

    <figure><img src="/files/5ZybqklOhYRa8UlBr8Vg" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="success" %}
In Unite EMR, the email content can be customized to meet the specific requirements of different healthcare facilities.
{% endhint %}

* Alternatively, print and email icons are also available in the **Invoice Details** pop-up screen for easy access.

***


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