Invoices overview

the invoices tab lets you create, send, track, and manage invoices for patient balances it shows all issued, unpaid, overdue, and paid invoices across your organization, with clear visibility into amounts due and payment activity a ccess the invoices page to open the invoices page go to billing select invoices from the left sidebar you’ll see a list of all invoices created in your organization u nderstand the invoices list the invoices list provides a high level overview of billing activity for each invoice, you can see invoice number patient name invoice date due date status (issued, paid, or cancelled) total amount outstanding balance at the top of the page, eggmed displays summary metrics, including total invoice amount outstanding balance overdue amount paid amount you can filter invoices by status (all, unpaid, overdue, paid), date range, or search by invoice number or patient name o pen an invoice click any invoice to open its detailed view the invoice page is divided into tabs that help you understand the full billing lifecycle i nvoice overview tab the overview tab shows the core invoice details, including invoice details invoice number invoice date due date billing period payment terms patient information patient name email phone number billing address billing account summary total invoice amount amount paid outstanding balance payment information payment provider (for example, stripe) payment link status whether the invoice was sent to the patient from this screen, you can download the invoice as a pdf send the invoice to the patient edit the invoice mark the invoice as paid cancel the invoice recent payments & related documents l ine items tab the line items tab shows exactly what charges are included in the invoice for each line item, you’ll see service description quantity unit price total amount this tab also shows subtotal invoice total remaining balance due below the line items, eggmed lists related encounters , showing which visits or services generated the charges p ayments tab the payments tab shows all payments recorded against this invoice at the top, you’ll see total paid outstanding balance invoice total below that is the payment history , which lists payment type (patient payment, insurance payment, other) payment method (cash, check, credit card) amount date received if no payments have been recorded yet, eggmed displays an empty state with the option to record payment a ctivity tab the activity tab shows a chronological timeline of all actions related to the invoice, including invoice creation invoice sent to the patient payments received invoice marked as paid this timeline helps you audit billing activity and understand exactly what happened and when i nvoice statuses explained invoices in eggmed can have the following statuses issued – the invoice has been created and sent but is not fully paid paid – the invoice has been paid in full cancelled – the invoice has been voided and is no longer collectible the status updates automatically based on payment activity i mportant notes invoices are typically used for patient balances , not insurance remittances insurance payments are posted through payments , then allocated to charge items recording a payment on an invoice only affects that invoice, not unrelated balances all invoice activity is reflected in the patient’s billing account and ledger