You can create a PDF invoice to print, email or fax to the patient or third party. This can be done at the time of payment, or after.
To customize your invoice template, see Third-party custom invoice templates. You cannot edit the private pay invoice used for private billing. If you need to edit the private pay invoice, you must do all private billing in the insured billing section. Some clinics have an insured billing template called Private Pay for this reason.
📌 Note: If you are creating the invoice at the same time as the bill, start at step 4.
Steps
From the patient's chart, click Start/Open.
Click Private Billing, and the private billing section opens.
Under All Payments, click the billing item you want to create the invoice for, and the Continue Payment window opens.
Click the Invoice tab, and the Invoice Information section opens.
Complete the invoice details.
Item | Description |
Choose Billing Destination | Default pulls the patient's demographic information. Select Custom to add a different address. |
Invoice Printing Type | Choose the invoice type you would like to use. Default includes Bill from and Bill to headings. 
Standard Windowed Envelope doesn't include headings.  |
Invoice Date | Defaults to today's date, click to change.
📌Note: When you configure the Default Billing Settings, the system automatically calculates due dates for all invoices and if there is a Due Date variable in the invoice template, it appears on the invoice. 
|
Practitioner Name | Defaults to the practitioner selected in the Payments tab. The practitioner's details autofill the remaining address details. Click the magnifying glass to change the practitioner. |
Location Name | Defaults to the location selected in the Payments window. Click the magnifying glass to change. |
Street Address, Additional Address, City, Province/Sate, Postal Code/Zipcode, Country | Your clinic address details. Autofills from the provider selected in Practitioner Name. Click to change. |
Phone Number | Practitioner or clinic phone number. |
Tax Number | Practitioner's tax number. |
License Number | Practitioner's license number. |
Billing Number | Practitioner's billing number. |
Show Patient and Provider Information | Select or clear the checkbox to include or exclude the Patient and Provider sections on the invoice. 💡 Tip: You can set a default setting for this checkbox in the private billing settings. For more information, refer to Configuring your private billing settings. |
6. Click Next, and the PDF Settings window opens.
7. Choose a cover page from the list, for more information on cover pages, see Adding a fax cover page to a PDF document.
8. Click Generate PDF, and the invoice opens in a PDF preview window.
9. At the top-right corner click to download, print, email or fax the PDF.
Updated May 2, 2025