Invoice Management in LinkHMS

Viewing Invoices

• Navigate to the Invoices Tab from the left-side menu.

• The invoice list will display invoice numbers, dates, patients, practitioners, amounts, and statuses.

Viewing Invoice Details

• Click on an invoice from the list to open the detailed view.

• The details include the patient, practitioner, invoice items, total amount, and payment status.

Printing Invoices

• Open an invoice.

• Click the Print button at the top right.

• A PDF preview of the invoice will appear.
• Use the browser’s print options to save or print the invoice.

Updating Invoice Status

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

• 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 at the top of the invoice list.

• Select a filter option: Patient, Practitioner or Status.
• Apply the desired filter to refine the invoice list.

Searching by Date Range

• Click on the Date Range field in the top right.

• Select a start and end date from the calendar.
• The list will update to display invoices within the chosen range.

Resetting Filters

• Click the Reset button at the top to clear all applied filters.

• The invoice list will return to its default view.

By following these steps, you can efficiently manage invoices in LinkHMS, ensuring accurate record-keeping and easy access to billing information.

Updated on: 30/04/2025