> ## 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 LinkHMS

### Viewing Invoices

* Navigate to the [Invoices Tab](https://app.linkhms.com/invoices) from the left-side menu.

[![](https://storage.crisp.chat/users/helpdesk/website/-/9/d/4/9/9d49c39b7a706800/b1cfbc2f-8fb5-4bd3-aca1-5c9c24_1free99.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366348109/c94cfca821f08e239ef453d61bc3/Frame+1422.png?expires=1746030600&signature=48ceb21b97d5f10191f1b43d66d1b1877d87fbb59850e96c9a6d9eeb84e0356e&req=dSMhEMp6lYBfUPMW1HO4zc7%2BvPQjVMLMhGfH6BeXAuhYBIgUYTo4a4NYQobi%0A9qaUmodndZjq4nLO%2BgA%3D%0A)

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

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/a/5/9/2a59efa187a33800/13f4022a-4973-4fd9-87f3-c0c2da_7uh5d7.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366348452/2917a63b7455bddc4ad5d6bb8e41/Frame+1437.png?expires=1746030600&signature=debf7e63dacc86caed29ca42d6f2b83fbb7877c6261a1ae946b42f971224c69e&req=dSMhEMp6lYVaW%2FMW1HO4zQmzGiOusvojLlcJznnrzEJl52DO0duYcHZpxUeY%0A6fn89DW3m6cp78%2FnQuM%3D%0A)

### Viewing Invoice Details

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

[![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/0/c/7f0c17bf8bae0c00/5bfbfd7d-349a-4c7f-83ea-26e9f8_1hrv9l3.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366348983/0395c87ddbd2c17b08369cf230a8/Frame+1423.png?expires=1746030600&signature=5c3d087c6475287c44ef47e1f55e16f04399d84fac92b90fa3abd624632714e8&req=dSMhEMp6lYhXWvMW1HO4zQn%2B%2BbW8k%2FVCcxsGYBSOto8xzVc9M08RBdZzSmH8%0AnHNeNatJyyrodmASOdc%3D%0A)

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

[![](https://storage.crisp.chat/users/helpdesk/website/-/7/d/4/a/7d4a87005c1a5000/068f78c2-a948-42c0-a828-69e442_em3uwu.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366349314/ed8a485ec6190abe879efca20d95/Frame+1428.png?expires=1746030600&signature=fa86abebebb7321f5d815cc242bb43a67da03d3a6f9c0b79dbd06a8d5b854f67&req=dSMhEMp6lIJeXfMW1HO4zXJiImz1JwsuRokzvGSLWT207Mxzeou0lLHTxVT%2B%0AxzfhXSuuxTfJ4EwG%2Bxw%3D%0A)

### Printing Invoices

* Open an invoice.

[![](https://storage.crisp.chat/users/helpdesk/website/-/4/5/c/1/45c1a49e20ee7400/b053ecf5-b48f-4efa-a204-5e2b09_au9du0.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366349703/176029dc7f197331a0b2c2fcb0e6/Frame+1423.png?expires=1746030600&signature=aef06e409dc59f2647cbaa821ec769438e58242e9c755dd5a0a6b17593a62bca&req=dSMhEMp6lIZfWvMW1HO4zcx3Id86m4FpAEV51dIKqAdyI8BRLrBqBQ1unI%2F9%0A80jIRvlWsbDDD5iy6xY%3D%0A)

* Click the **Print** button at the top right.

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/7/1/1/2711d2471f1d3800/8810fe4e-e096-47be-85f5-dc3228_p8xyr8.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366350026/122c86d07588e2a9f2f52c90dda8/Frame+1429.png?expires=1746030600&signature=5cd490b39b4ec87bdddccdbc746a55f8310358b5d443c43e7e66b9fac8af43a9&req=dSMhEMp7nYFdX%2FMW1HO4ze2Vz37t48SfIZC0YBM7%2Bwpgoxt%2BYzuZI4E9EZvf%0ABH3Uzq6foBedyi7H0m0%3D%0A)

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

[![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/b/f/a7bf4173faabc800/6a0e40c4-bc84-4fe6-a62c-e198be_1ho717.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1366350299/881bec90c867a8f8994ef0f5f14d/Frame+1430.png?expires=1746030600&signature=2cc68a868c371d573691d9acf01647e3391c8a50e6aa8715cc71ae3b142e4898&req=dSMhEMp7nYNWUPMW1HO4zX%2FgPN5n0RtTuSV%2FAGG9ynksknmT5j8IKm1pxezL%0A%2FSa48GB2uPAedgb6Z%2FU%3D%0A)

### Updating Invoice Status

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

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1366350854/4db011d3ed489a926a4630675588/Frame+1424.png?expires=1746030600&signature=d8b3dbf30a73274b206221dc4886483683f86918c0ad26e96b74eb03f7baeb78&req=dSMhEMp7nYlaXfMW1HO4zdPf%2FXT86GrVndXpsocgpGucCrKcLSZnde1IxgfQ%0A1abes1pKyUes%2BuMX2V8%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1366350854/4db011d3ed489a926a4630675588/Frame+1424.png?expires=1746030600&signature=d8b3dbf30a73274b206221dc4886483683f86918c0ad26e96b74eb03f7baeb78&req=dSMhEMp7nYlaXfMW1HO4zdPf%2FXT86GrVndXpsocgpGucCrKcLSZnde1IxgfQ%0A1abes1pKyUes%2BuMX2V8%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 at the top of the invoice list.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1366351205/eee7b1c7ea26a74196214f720dfe/Frame+1426.png?expires=1746030600&signature=41898da7946996364956403b2a9d8aaac1975464884821a102ff0358dddbb385&req=dSMhEMp7nINfXPMW1HO4zSv8YEqw0dS7y%2FtaO85xYU%2FtMRquO4N6vdMm%2FpUD%0A%2BJgWeMZShsP5bSGBido%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1366351205/eee7b1c7ea26a74196214f720dfe/Frame+1426.png?expires=1746030600&signature=41898da7946996364956403b2a9d8aaac1975464884821a102ff0358dddbb385&req=dSMhEMp7nINfXPMW1HO4zSv8YEqw0dS7y%2FtaO85xYU%2FtMRquO4N6vdMm%2FpUD%0A%2BJgWeMZShsP5bSGBido%3D%0A)

* 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.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1366351652/e53ef76cc987fec41b0962b4ab86/Frame+1425.png?expires=1746030600&signature=1204b3dd35aec86f7bfee894e33cf6beaafa304d13437350268e33e22e7416c0&req=dSMhEMp7nIdaW%2FMW1HO4zZf8azE8gpc%2Fg3nuPpyWrZENWuJf09fUiVaeuSI2%0AqAhw138ATRQ04uaxxeo%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1366351652/e53ef76cc987fec41b0962b4ab86/Frame+1425.png?expires=1746030600&signature=1204b3dd35aec86f7bfee894e33cf6beaafa304d13437350268e33e22e7416c0&req=dSMhEMp7nIdaW%2FMW1HO4zZf8azE8gpc%2Fg3nuPpyWrZENWuJf09fUiVaeuSI2%0AqAhw138ATRQ04uaxxeo%3D%0A)

* 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.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1366352082/6f6f8d63b3c4688bbf7a85cbc8c1/Frame+1427.png?expires=1746030600&signature=3d09ffac8346d54387bce3062ab63023c6adb0be3d26c42d4b8114c2215acee7&req=dSMhEMp7n4FXW%2FMW1HO4zUHpa%2BplDp4pSEvjOMRmD6KD9kQ9tqBB9TChJapu%0Ad4yeuY7Ac6Gq3s7icfY%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1366352082/6f6f8d63b3c4688bbf7a85cbc8c1/Frame+1427.png?expires=1746030600&signature=3d09ffac8346d54387bce3062ab63023c6adb0be3d26c42d4b8114c2215acee7&req=dSMhEMp7n4FXW%2FMW1HO4zUHpa%2BplDp4pSEvjOMRmD6KD9kQ9tqBB9TChJapu%0Ad4yeuY7Ac6Gq3s7icfY%3D%0A)

* 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.