The following outlines how to create an invoice that is not part of an appointment. Click the below links if you need to:

Invoices are automatically generated when a patient is going through the checkout workflow so generally you don't need to worry about creating an invoice for an appointment that a patient is checking out of. However, follow the below if you need to create an ad-hoc invoice.

1) Go into the Patient's Profile by searching for their name in the search bar and clicking enter or choosing them from the drop down menu.

2) Click into the Account tab then click Create Invoice.

3) Click into Add a Line Item then start typing or scrolling for the item.

4) Then on the top left, click Issue

The invoice is now ready to be paid.

You can accept payment through:

Or you can Apply a Discount.

1) After accepting payment click Refund to open the refund dialogue.
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2) Type in the amount you want to refund, then click submit.

If you need to print an invoice, you can do so by clicking the "Invoice Actions" on the top right of the page, and then selecting Print, for now, it will need to be saved as a PDF and then print. There will be an option to print straight from Principle coming soon.