Create a Quick Invoice

When to Use This 

Use the Quick Invoice feature when: 

• You need to create an invoice that is not attached to an appointment

Instructions

There are several places you can create a Quick Invoice from including: 

• Quick Create menu 
• Billing tab 
• Receivables 
• Invoice Search 
• Patient Lookup 

Quick Create Menu 

1. Click the + icon 

2. Under Sales, select Quick Invoice 

 

Patient Lookup

1. Open the Patient Lookup
2. Go to the Quick Links section
3. Click +New Invoice 

 

Invoice Search

1. Go to Accounting
2. Select Invoice Search 

3. Find +New Claim and click the down arrow 
4. Select New Quick Invoice 

Receivables

1. Go to Accounting
2. Select Receivables 

3. Click New Quick Invoice 

 

Billing Tab

1. Click the Billing tab 
2. Click Quick Invoice 

 

Regardless of where you start the process from, the next steps are the same: 

Complete the Quick Invoice

1. In the Quick Invoice popup, enter the details: 
   • Patient Name
   • Insurance (if applicable) 
   • Clinic 
   • Practitioner (if applicable) 
   • Notes (optional) 
2. Enter the Item # 
3. Once all items have been added, click Checkout 

3. Go to Paid By and choose how the patient is paying

4. Click Apply Payment 

Result 

A Quick Invoice has been created based on the details entered.