Review invoices and payments in Billing
Check payment proofs, chase unpaid invoices, and see what each payee has received.
Useful for Clinic admin Secretary Doctor
- Open Billing in the side bar. The Invoices tab opens with the totals billed, collected and still owed for the dates you choose.
- Narrow it with the dates and the list: Still owed, Payments to check, Messages to send, Ready to request payment or Payment set-up missing (hover each for what it means). Filters holds the rest: whether the dates are When the invoice was made or When a payment was verified, the invoice and payment status, who it is paid to, and the doctor; a number on the button shows how many are in use.
- Under Payments to check, each one shows who paid, how much and the reference. See proof, then Open billing on the patient's chart to verify or reject it.
- Under Messages to send (a patient with no email), Copy message takes the wording to Messenger or SMS; once sent, Mark done takes it off the list.
- By who is paid shows what each payee has received from verified payments. Export CSV saves the invoices shown as a spreadsheet file.
Common questions
Why can I only see a payment proof, not verify it?
Verifying and rejecting follow who receives the money. Your role may see a proof without being allowed to act on it.
Who can void an invoice?
The doctor who is the invoice's payee, or a clinic admin when the clinic is the payee (a clinic admin cannot void a doctor payee's invoice). Only while no payment is recorded or waiting to be checked on it. Voiding asks for a reason.
What does Payment set-up missing mean?
An invoice is waiting on a payee that has not finished setting up GCash or PayMongo, so no payment request can be sent. See the guide on setting up how patients pay you.