How to Add Services to an Invoice

In certain situations, you may need to add one or more services to a new or existing invoice. Follow these simple steps to accomplish this task:

Adding Services to an Invoice

1. Click on Add Invoice from one of these locations:
   • The Add New option in the header
   • Billing Activities
   • Under the Billing tab in the Patient Profile
2. Type in the Patient’s name and click Add Invoice. Note: If you created the invoice from the Patient's Profile, skip this step.
3. Under Invoice Items, type in a Service Name.
4. Select the appropriate Service.
5. Click Finish.

Important Note: To add services to an existing invoice, select the invoice (e.g., INV-4), choose Edit, type in the service name under Invoice Items, and then click Finish.