Review a Draft Invoice

Examine the automatically generated invoice after a session is completed, verifying that all line items are correct before finalization.

Prerequisites

• Staff account with billing view permission
• A session must have been marked as COMPLETED (which triggers automatic invoice generation)

Steps

1. Navigate to Billing from the main navigation menu.
2. Find the draft invoice — it is auto-generated when a session is completed.
3. Review the auto-populated line items:
   • The service from the linked appointment (if the session had a linked appointment)
   • All recommended catalog items from the session (medications, cosmetics, supplements)
   • Treatment Kits appear as a single line item with the bundle price
4. Verify quantities, prices, and totals are correct.
5. Make any necessary adjustments (add manual items, charges, or discounts) before finalizing.

Notes

• While the invoice is in DRAFT status, it auto-syncs with session recommendations: if recommendations are added, edited, or removed (including strike-through edits on Treatment Plan/Prescription), the corresponding auto-generated line items update automatically.
• Manual line items added by staff are never auto-removed during sync.
• If the session had no linked appointment, the invoice contains only recommended catalog items (no service line item unless manually added).
• Zero-item and zero-total invoices are valid — staff may add line items later.
• Each invoice is associated with exactly one session and one patient.