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How to add a Product to an Invoice

Praxis Valadez avatar
Written by Praxis Valadez
Updated over a year ago

You can add products to an invoice when you are checking out the patient.

The patient check out process takes place on the Receptionist Dashboard. Click Receptionist Dashboard from the main menu to access it.

Find your patient's appointment line and click Check Out.

  1. Complete Section 1 and then expand the section 2 Today's Invoice.

  2. Here you should see a list of treatment items already added to the Invoice by the practitioner during the appointment.

  3. To add a new line item, click + Add New Line Item.

  4. Start typing in the name of the product or selecting it under the Product section from the drop-down menu.

  5. Click Approve & Continue.
    Note: The amount for the product can still be edited through the invoice.

  6. Finish checking out your patient by completing Sections 3-6.

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