Viewing Invoices

Article author
Tamsin Watson
  • Updated

What is the context?


There are various ways to view invoices in Meddbase, depending on the context you require.

What is the purpose of the article?


This article explains the different areas you can view invoices in Meddbase.

Company/Patient Accounts Page


From the action menu of the company or patient home page, go to accounts. All invoices for the company between specific dates will be displayed.

Use the date picker on the left to select a 'To' and 'From' date.

Tick the invoice types you wish to view. i.e. all sent patient invoices with a remaining balance. Hit refresh and the invoices will be displayed.

Note: to view a specific date, you must also select the following date. The date time runs from 0:00 to 0:00.

For example, to view the 19th of August, select from the 19th to the 20th of August. This will show all invoices for the 19th of August only.

Click the invoice to load the invoice details.

All items in the invoice will be displayed along with the patient or company name and ID number. If the invoice has been marked as not sent, you may still add items to the invoice, remove items or change prices.

 

Viewing invoices in an appointment


In the appointment Home page, depending on how invoices are set to be generated in your chamber, you will see a specific invoice has been generated.

Click the invoice to load the invoice details.

All items in the invoice will be displayed along with the patient or company name and ID number. If the invoice has been marked as not sent, you may still add items to the invoice, remove items or change prices.

 

View Invoice from the Accounts tiles


From the Start page > Accounts. This will load all invoices between a specific date range.

Use the date picker on the left to select a 'To' and 'From' date. To learn more about this page, see Understanding the Accounts page - An overview

Review date


This article was last updated on 29th January 2025.