From time to time, you may be required to create a Quick invoice for expenses outside of an appointment. This article will explore how to do just that.
You can create an invoice for a service with or without insurance and for the purchase of an item. Navigate to Home>Billing tab>Quick Invoice.
From the Quick Invoice popup, enter the details and Description for the invoice. This creates an invoice without booking an appointment.
Once you have completed the Quick Invoice preparation select Checkout located in the bottom right side of the Invoice.
Select Apply Payment.
Next you will be prompted to confirm the amount and payment type on the Payment Confirmation window. Select OK
You will get the final receipt/invoice for the patient.
You can now print the invoice out and give it to the patient.