Overview
Billing a patient starts with an Order. An order is what you intend to charge for — it can hold one-time items and packages, a recurring subscription, or both. Creating an order generates the invoice(s) you then collect on.
Starting an order
There are two ways to begin:
- From Payments V2: Open a patient's billing screen and click Bill Patient (or Create Order). This opens the order drawer.
- From an appointment: Click the Billing button on an appointment to start an order for that patient.
Filling out the order
In the order drawer:
- Confirm the patient, and select the location and provider for the order.
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Add what you're billing for:
- Packages — add a pre-built bundle from your catalog in one step.
- Items — add individual one-time services or supplies.
- Add a subscription (optional) if part of this order should bill on a recurring schedule. See Recurring Billing with Subscriptions for the details.
- Add notes if needed — you can add notes to the invoice and to a subscription.
A single order can mix one-time charges and recurring charges. The one-time items become an invoice you collect now; the subscription bills automatically going forward.
Charging a card on file
If the patient has a saved card, you can select Charge stored credit card in the order so the payment runs as soon as the order is placed. If they don't have a card saved yet, you can add one — see Saving & Managing Cards on File.
Tip: If you'd rather not collect payment right away, create the order and save it as draft. It produces an draft order you can collect against later.
Saving a draft
Not ready to finish? The order drawer supports drafts. Your progress is kept (you'll see "Draft saved"), and you can come back to it later. If you want to abandon your changes, use Discard changes.
After you place the order
- One-time items generate an invoice on the Invoices tab.
- A subscription appears on the Subscriptions tab and bills on its schedule.
- If you charged a card, the result appears on the Payment Attempts tab and, once successful, in the Ledger.
Where to go next
- Managing Invoices — collect payment, record a manual payment, or send the bill to the patient.
- Recurring Billing with Subscriptions — set up and manage recurring charges.
- Saving & Managing Cards on File — store a card for faster billing.