The Invoice History page allows clinics to view, manage, and take action on issued invoices related to appointments and services.
This page provides full visibility over financial transactions and supports downloading, sharing, and refunding invoices when needed.
What You Can Do in Invoice History
1. View Invoice Summary
At the top of the page, you can see quick statistics:
Today’s Orders
Yesterday’s Orders
Orders from the last 7 days
Orders from the last 30 days
These summaries update automatically.
2. Filter Invoices
You can filter invoices using:
Customer
Date range (From / To)
Payment method
Click Filter Orders to apply filters or Clear Filter to reset.
3. View Invoice Details
Click any invoice row to open the Invoice Details page.
You will see:
Customer number
Invoice number
Creation date
Total amount
Payment method
Payment status
A Patient Invoice Preview is shown on the right side.
4. Download or Print an Invoice
From the invoice details page, you can:
Download Invoice (PDF)
Print the invoice directly
5. Share an Invoice
You can share an invoice in two ways:
Send by email (enter recipient email)
Generate a shareable link
This is useful for patients, insurance, or internal sharing.
6. Record a Refund
If an invoice needs to be refunded:
Click Record Refund
Select the item(s) to refund
Review the refund Units
Confirm the refund|
Refunds are recorded against the original invoice for audit clarity.
📝 Notes
Refunds do not delete invoices
All actions are logged
Invoices remain accessible for reporting and compliance