How to create an Invoice?

creating an invoice in eggmed creating an invoice in eggmed is simple and intuitive start by navigating to the finances tab in the sidebar open the create menu at the top of the finances tab, just above the all table, you'll see the create button clicking it opens a dropdown menu where you can choose to create an invoice invoice a superbill superbill or a claim (cms 1500) claim (cms 1500) this article will walk you through how to create an invoice creating an invoice after selecting invoice from the dropdown, a form opens on the right hand side of your screen it is organized into clear sections for provider and client details "from" section (your practice details) this section is pre filled based on the information from your profile and practice settings you can edit it if needed details included in this section full name email phone number street address city state (if applicable) zip code country "bill to" section (client billing details) fill in the client’s billing information here full name email address phone number country street address apt or suite (optional) city state (if applicable) zip code "invoice" information section next, enter the details of the invoice invoice number (auto generated but editable) issue date due date session date service (dropdown list) amount amount paid (if applicable) preview and send at the bottom of the form, you’ll find three buttons cancel to close without saving preview to view the invoice before sending send to email the invoice to the client when you click preview , you'll see exactly what your client will receive to make edits, simply click edit to return to the editable mode clicking send will immediately send the invoice to the client listed in the bill to section once sent, the invoice appears instantly in your payment history table creating a superbill to create a superbill, select superbill from the same create menu for full steps, visit our guide on how to create a superbill