If you need to bill a client for a service that isn't covered by their insurance provider or you want to charge them for some other miscellaneous service or product, you can create a manual invoice. Here is how you would do that.
- Go to the client's Invoices and Statements tab in their chart.
- Click on + Invoice
3.Select the Service Code. If a Miscellaneous service code doesn't exist, you can create one in the clinician's service codes setting before you try to create a manual invoice.
4. Specify a service location. This is required so the income from this charge gets recorded properly.
5. Click on Add line and add a service provided line and a patient charge line. The dollar amount you wish th charge should go in the Pat. Amount box for the patient charge line only.
6. Save your invoice when done.
7. You can collect the amount shown from the customer.