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Ailaaj Academy

Manage OPD invoices

When to use this: you need to raise a procedure invoice, collect a balance, or review OPD billing across practices.

Who can do this: Receptionists and tenant owners with invoice access. Standard consultation fees are collected separately — see Collect consultation fee.

Where to go

ScreenRoute
Tenant-wide registerClinical → Clinic CMS → Invoices (/clinic/invoices)
Practice-scoped listPractices → select a practice → Invoices tab

Both show the same invoice types; the practice hub pre-filters to one branch.

OPD invoices — summary cards and invoice register table
Invoices — billed today, outstanding balance, and the full register.

Create an invoice

  1. Click New invoice.
  2. Select Patient, Doctor, and Practice.
  3. Add line items — pick a procedure from the doctor’s fee list or enter a custom line.
  4. Save — status starts as Issued or Partially paid once payments are recorded.

Record payment or adjust

  1. Find the row in the register.
  2. Click Manage on an invoice with a remaining balance.
  3. Enter Amount, Method (cash/card), and optional note.
  4. Print or download the invoice PDF when settled.
Manage invoice dialog — record payment against procedure invoice
Manage invoice — record partial or full payment on a procedure invoice.