Billing & Invoices

Create invoices from prescriptions and issue refunds from returns in a few clicks.

Overview

Billing turns dispensed medication into patient invoices using the product’s pricing and units of measure. When a patient returns items, you can create a credit note (refund) directly from the Return Quarantine record linked to the original invoice, keeping financials and inventory aligned.

This workflow reduces manual entry, ensures accurate totals, and gives accounting a clean trail from prescription to payment or refund.

How It Works

• Create Invoice from a prescription uses drug lines and product prices.
• Create Refund from a return uses the source invoice and returned quantity.
• Invoices and refunds appear in Accounting for payment and reconciliation.

Step-by-Step Guide

• Open an Approved prescription with valid lines.
• Click Create Invoice. Review the invoice lines and confirm.
• To refund a return, go to Pharmacy → Operations → Return Quarantine → New.
• Select Drug, set Qty, pick the Source Invoice, and add a Reason.
• Click Create Refund to generate a credit note.

Fields Table

Field Names Explained

Tips

• Ensure the company has a Sales Journal set up; otherwise invoice creation will fail.
• Confirm UoM and product prices on the product template for accurate billing.

Common Mistakes

• Trying to create an invoice with no prescription lines or zero quantities.
• Forgetting to link the Source Invoice on returns before creating refunds.

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