Finalize an Invoice

Lock an invoice to prevent further edits and mark it as ready for the patient.

Prerequisites

• Staff account with billing edit permission
• The invoice must be in DRAFT status

Steps

1. Open the draft invoice from the Billing section.
2. Review all line items, miscellaneous charges, discounts, and tax to ensure accuracy.
3. Click Finalize to lock the invoice.
4. Confirm the finalization when prompted.

Notes

• Once finalized, the invoice is permanently locked — no further edits can be made to line items, charges, discounts, or tax.
• The invoice status changes from DRAFT to FINALIZED.
• You can no longer add, remove, or modify any items on a finalized invoice.
• An InvoiceFinalized event is emitted and the finalization is recorded in the AuditLog.
• The only valid status transition is DRAFT → FINALIZED.
• After finalization, the invoice total is included in the clinic’s billing analytics.
• To correct a finalized invoice, you would need to record a refund (full or partial) rather than editing the invoice.