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Version: 3.1

View invoices

Overview​

This flow describes how to find and open an invoice for a facility in Care.

Pre-requisites​

  • The facility has invoices, and you open the invoice list of that facility.
  • If the invoice is locked, you have the permission to manage a locked invoice.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read InvoiceLets you list and open the invoices of the facility.
Can Manage Locked InvoiceNeeded in addition to open a locked invoice. Care refuses to open a locked invoice without it.
note

The invoice screens do not hide these actions. If you do not have the permission for an action, Care refuses the request.

Steps​

1. Open the invoice list​

  1. In the facility sidebar, select Billing.
  2. Select Invoices.

Care opens the page Invoice Management. The page shows the description "View and manage invoices".

2. Filter the list by patient​

Select the control Filter by Patient. Care shows the invoices of that patient.

3. Search for an invoice number​

Enter a part of the invoice number in the box Search Invoices. The search ignores the letter case.

4. Filter the list by status or by creator​

Care gives two more filters in one filter control.

FilterWhat it does
StatusShows the invoices with the status that you select.
Created byShows the invoices that the user you select created.

The status filter has these options: Draft, Issued, Balanced, Cancelled, and Entered in Error.

5. Read the table​

The table has these columns.

ColumnWhat it shows
Invoice NumberThe number of the invoice.
Invoice DateThe created date, in the format DD/MM/YY, hh:mm A.
AccountA link to the billing account. The link opens the account in a new browser tab.
StatusThe status of the invoice, as a coloured badge.
TotalThe gross total of the invoice. For a locked invoice, this column shows a Locked badge in place of the amount.
ActionsThe buttons Print and See Invoice.

The list shows the newest invoice first. The list has more than one page when the facility has many invoices.

For a list with no result, the page shows the title "No invoices" and the description "Try adjusting your filters or search".

6. Open an invoice​

In the Actions column of the row, select See Invoice.

7. Scan a printed invoice​

Select Scan Invoice QR. Care opens the dialog "Scan QR". Scan the code on the printed invoice.

A hardware barcode scanner also works on the invoice list. For a hardware scanner, you do not open the dialog.

For a code that Care does not recognise, Care shows the error "Invalid QR code".

note

The button Scan Invoice QR does not appear on a small screen.

Expected Outcome​

  • Care shows the invoices of the facility, and shows the newest invoice first.
  • The filters and the search limit the list.
  • See Invoice opens the invoice.
  • A scan of a valid code opens the invoice of that code.
  • This flow does not change an invoice. The status of each invoice stays the same.
info

The same table is the Invoices tab of a billing account. In that tab, the Account column does not appear.

Concepts:

References:

Flows: