Goal: Create a PDF invoice from the patient's Payments tab and choose exactly which treatments it covers.

Steps

1. Open the patient's profile and go to the Payments tab, where the patient's balances and payments are listed.
2. Click Create Invoice. The patient's details are filled in automatically.
3. Select PDF Invoice as the invoice provider.
4. Enter an invoice number. If you follow your own numbering, continue from the most recent number in your records.
5. Select the payment type, such as cash, credit or bank transfer.
6. Select the treatments that should be invoiced.
7. Click Create Invoice to save. A confirmation message appears once the invoice has been created.

Adjust the invoice before saving

• Use the arrow icon on the right of a treatment to change its name, price or tooth number if it should appear differently on the invoice.
• Update the VAT rate of the selected treatments in bulk, for example from 10% to 0%.
• Apply a percentage or fixed-amount discount to the total, or set a new total price.
• Add any notes you want to include on the invoice.

View and download invoices

Click Create Invoice again and open the second tab to see the patient's invoices. Use the download icon to save an invoice to your computer, or open it to review its items, tooth numbers and quantities.

Other invoice providers

• Manual: does not create an invoice. Use it when the invoice was issued outside Medicasimple, so the selected treatment items are marked as invoiced.
• Custom integration: sends the invoice details to your webhook through API calls so the invoice can be created in your external system. Set and save your webhook in the invoice process settings first.