Create an invoice and download its PDF
Coming soonGroup approved charges for a participant, choose who to bill, and download the final invoice.
This feature is coming soon. This guide explains how to use it once it becomes available.
Where to find it
Billing → Charges; Billing → Invoices
Before you start
Owners and Finance need billing access, eligible approved charges, a payer and saved invoice settings. The current workflow prepares each invoice for one participant.
Steps
Select a participant
Open Billing → Charges and select the participant whose charges you want to invoice. Ready to invoice shows their eligible charges, grouped by the original record.
Select the charges
Select a record’s charges together, or expand it to choose individual lines. The table-header checkbox selects eligible charges in the displayed records. Check the selected count and total, then choose Prepare invoice.
Choose the payer
Search for and select the payer in the Prepare invoice modal. The participant receives the service; the payer receives the invoice. They may be different—for example, a participant and their plan manager.
Finalise the invoice
Check your selection before choosing Finalise invoice. The invoice saves the participant, payer, biller and charge details as permanent snapshots. Later profile changes do not rewrite those details.
Download the PDF
Open the invoice from Billing → Invoices and choose Download PDF. The invoice list also has a PDF action. Use the saved PDF when sharing the invoice through your usual process.