Download Invoice PDF
Export any invoice as a PDF document for sharing with patients or storing for accounting purposes.
Prerequisites
- Staff account with billing view permission
- The invoice can be in any status (DRAFT, FINALIZED, REFUNDED, or PARTIALLY_REFUNDED)
Steps
- Open the invoice from the Billing section.
- Click Download PDF to generate and download the invoice document.
Notes
The generated PDF includes:
- Patient details — name, contact information
- Clinic details — name, address, contact information
- Invoice number — unique sequential number per clinic
- Invoice date
- Itemized services — with quantities and prices
- Itemized products — medications, cosmetics, supplements
- Miscellaneous charges — with descriptions and amounts
- Discounts — with descriptions and amounts
- Subtotal
- Tax — amount and rate
- Total
- Currency — displayed for all monetary amounts
The PDF is generated on the server and returned as a download link. All monetary amounts are expressed in the clinic’s configured currency.