> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://kb.linkhms.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Invoice Management In a Patient's Profile

### Accessing Invoices

* **Navigate to Patients:** Click on the [Patient Tab](https://app.linkhms.com/patients) from the main menu.

[![](https://storage.crisp.chat/users/helpdesk/website/-/a/3/f/c/a3fcb057e0ae6000/d3114e1b-5c19-4167-8d52-d8a8e1_5v1xup.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418862386/35891c28e37e17a4ab20f42a655a/Frame+1478.png?expires=1746030600&signature=dffadda7636e5b2b49081946e5b74c69ad69c97919246201258c58a7b15a5e34&req=dSQmHsF4n4JXX%2FMW1HO4zbYIukSVAJjlAIHF2tmWKsYHBBhk0tK2wz8qgT8x%0AOZWJRDKlR3T4B8C3508%3D%0A)

* **Select a Patient:** Find and click on the patient whose invoices you want to manage.
* **Go to the Invoices Tab:** In the patient’s profile, navigate to the **Invoices** section.

[![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/9/8/4c98af9de942b800/44cff91b-499b-475a-aeef-4669a5_1c3o7ui.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418862668/e57eb49cf33bafff208d617ff3c8/Frame+1479.png?expires=1746030600&signature=1a1fff067cf4ab176ac99c40b89fd7aefe4327754c10e71a5ede6a489c187549&req=dSQmHsF4n4dZUfMW1HO4zazzvdb8RPW%2FNUlo7ZLQjOjszFw9CSHFpiRofGBN%0AYV6dk4P6VDvyVkmL48c%3D%0A)

### Viewing Invoices

* The invoice list will display details such as **Invoice Number, Date, Practitioner, Amount and Status.**

[![](https://storage.crisp.chat/users/helpdesk/website/-/9/d/9/3/9d9303c7d8bff000/ec2442b5-f2c0-41ca-bb87-5247ed_fj12b0.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418863215/b3132c9af2be4f7fa142add51c8e/Filled%29.png?expires=1746030600&signature=af39c562075a85ddfb98e4bd86bf0c3f1841007fe473e134f98f1f8844c74f61&req=dSQmHsF4noNeXPMW1HO4zUhbej%2BDKnxcpKw%2B%2FXR%2FDjaXsCGvDngoWADnXDG4%0AFOX8DjZsIE3HMxg4W0U%3D%0A)

* Users can see all invoices associated with the selected patient.

### Printing Invoices

* Open the desired invoice.

[![](https://storage.crisp.chat/users/helpdesk/website/-/e/5/8/8/e588ae6b55368800/fe301bea-82f2-4265-a178-11ab89_1hntjgf.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418863598/751bc93a829c61448e63c10d5f1b/Frame+1480.png?expires=1746030600&signature=825b3e60c29dc1c7260ce94e75e5847fbfff07816a747270ddf28bde8d6e8232&req=dSQmHsF4noRWUfMW1HO4zdvzHKeEq6cRvD4NBMJH3KZlfYCCzDNujRv5mTn%2F%0AkGZgQggbzU7PXNsobcc%3D%0A)

* Click on the **Print** button.

[![](https://storage.crisp.chat/users/helpdesk/website/-/b/5/f/4/b5f412f8f9ddc800/3cd2be1b-a942-41cf-bb5e-229745_1pwq0cj.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366354673/dc856b2907a8b656652188e7776f/Frame+1429.png?expires=1746030600&signature=fa44dbe0700132f36df7e6e517361f5855985ea20ee0d1a7aaf1be93e494cbb3&req=dSMhEMp7mYdYWvMW1HO4zYoWAirRrJDxUNncn8qFzFeLfj2bDYbn30kl%2BjzF%0A%2BGdYnubvfpQfOdwIMfQ%3D%0A)

* The invoice will be generated in a printable format, including clinic details and patient information.

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/e/b/0/1eb0f260c2cc1100/62d9a3c8-08c9-4fd9-8a96-a98933_4ucbpg.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366354916/1e30ee925db22a9200f0bd937d58/Frame+1430.png?expires=1746030600&signature=7e306e82ef36b2efd03b6feb49f515c190cc961f90767cbc989cf3eea9edce82&req=dSMhEMp7mYheX%2FMW1HO4zYED4udk%2FyrCw3G6WhNzGOJj8tSzHfyvZegXHXJg%0AUnw3Sgm8nmzvf9mrEHU%3D%0A)

### Updating Invoice Status

* Locate the invoice you want to update.
* Click on the **Status** dropdown.

[![](https://storage.crisp.chat/users/helpdesk/website/-/3/1/f/0/31f0e57909366800/35871986-300b-4230-9851-92cebf_1d4cd7m.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418864007/82e7703619c8b4407d0773958a71/Frame+1481.png?expires=1746030600&signature=cc79fee5f316a581ec293ac5252653d2f206a6aa1ec34b420c439da2d4bf3708&req=dSQmHsF4mYFfXvMW1HO4zQp137FHSL1oAOtKgIKCVr63q1IJmyKbzTIG6Q8z%0AIB4uF1Wb9PnXeXhUqoM%3D%0A)

* Select one of the available statuses: **Unpaid, Paid, Claimed, or Cancelled.**
* The status update will be reflected in the invoice list.

### Filtering Invoices

* Click on the **Filter** icon.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1418864184/ab78f0bbeb87cf34d10c68e8ba9b/Frame+1482.png?expires=1746030600&signature=d707413d66397d623366afaa981d4b42ed6e93f5afe28b89710efa80e04ef2dc&req=dSQmHsF4mYBXXfMW1HO4zWxjdEF2f5YLIEMKYN0yhI3FotYQII1fh44CiQJt%0AAHVZzlmQwTQiNYdFZbo%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1418864184/ab78f0bbeb87cf34d10c68e8ba9b/Frame+1482.png?expires=1746030600&signature=d707413d66397d623366afaa981d4b42ed6e93f5afe28b89710efa80e04ef2dc&req=dSQmHsF4mYBXXfMW1HO4zWxjdEF2f5YLIEMKYN0yhI3FotYQII1fh44CiQJt%0AAHVZzlmQwTQiNYdFZbo%3D%0A)

* Choose filtering options such as **Practitioner** or **Status.**
* Apply the selected filter to refine the invoice list.

### Sorting Invoices by Date

* Use the **Date Range** picker to display invoices within a specific period.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1418864461/391ddca1ffe958794e7d7af1d4b2/Frame+1483.png?expires=1746030600&signature=86d8de015263abee6302b207c860b2af325fe128d73cad58c19ef79342c1900e&req=dSQmHsF4mYVZWPMW1HO4zSfSpQNAjGp4jCVqGmitIReTWgW%2FtuW2UF5mo8tZ%0ACSKK9LQTvPAedXgdcc8%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1418864461/391ddca1ffe958794e7d7af1d4b2/Frame+1483.png?expires=1746030600&signature=86d8de015263abee6302b207c860b2af325fe128d73cad58c19ef79342c1900e&req=dSQmHsF4mYVZWPMW1HO4zSfSpQNAjGp4jCVqGmitIReTWgW%2FtuW2UF5mo8tZ%0ACSKK9LQTvPAedXgdcc8%3D%0A)

* Adjust the date range as needed to find older or recent invoices.

By following these steps, you can efficiently manage invoices within a patient's profile, ensuring accurate billing and record-keeping.