Create invoices
An invoice is the clinic’s bill for treatment. It records which procedures were billed and how much is due. A procedure in a dental record does not count as invoiced revenue by itself. Issue an invoice to record its charge; draft invoices are not included in revenue. A receipt records money received against an invoice and updates its paid amount and remaining balance. For example, orthodontic treatment can have one invoice and several receipts as the patient pays over multiple visits. Each receipt belongs to the same invoice.
Start from the patient’s Invoices section. If you are finishing a dental record, Save & invoice saves it first and then opens the Create invoice dialog. Or select Create invoice above the Dental records table to invoice eligible saved procedures. See Dental records for the record workflow.
Before you start
Admins and doctors already have permission to create invoices for patients they can access. The patient must have procedures that have not already been invoiced. To record a payment at the same time, prepare an active wallet in the invoice’s currency.
Choose the procedures
Once the Create invoice dialog opens, review the procedures:
- If doctor tabs are shown, select the doctor whose procedures you are invoicing.
- Review each procedure’s name, status, price, discount, and subtotal.
- Use the remove action beside any procedure that should not be included in this invoice.
The rows come from the patient’s dental records. Removing a row here excludes it from this invoice; it does not delete the clinical procedure. Prices and procedure discounts are displayed for review, rather than edited in this dialog. If a source price is wrong, close the dialog and correct the procedure before creating the invoice.
Choose the invoice state
| State | Use it when | What to check |
|---|---|---|
| Draft | You want to prepare the invoice before issuing it | No payment is collected; invoice-level discount is not applied at draft creation |
| Issued | You are issuing the invoice now | An optional positive Draft receipt amount creates a draft receipt, not a recorded payment |
| Partially paid | You are recording a payment below the invoice total | Enter the amount received and choose a matching active wallet; a receipt is created for this payment |
| Paid | You are recording payment of the full total | The full amount is recorded and a receipt is created; choose the matching wallet |
When you create a Partially paid or Paid invoice, Asnan+ automatically creates a receipt linked to it for the payment amount. The receipt updates the invoice’s paid amount and balance due. You can record later payments as additional receipts on the same invoice. For example, one orthodontic-treatment invoice can have one receipt at the first visit and more receipts as the patient pays in installments. An Issued invoice has no recorded payment; an optional draft receipt remains a draft, not a collected payment, until it is issued.
For an issued, partially paid, or paid invoice, use the invoice Discount control when needed. Choose a fixed amount or percentage. A percentage must be between 0 and 100; a fixed discount cannot exceed the available subtotal. Procedure discounts are already included in the displayed subtotals.
Review currencies and payment details
Procedures in different currencies produce separate invoices for those currencies. Review each currency’s subtotal, discount, total, and wallet independently; IQD and USD are not added together or automatically converted.
For partial payment across multiple currencies, enter the payment for each applicable currency. At least one currency needs a positive payment; a currency without a payment remains issued. A payment cannot exceed that currency’s total.
When recording a payment with a Partially paid or Paid invoice, add a transaction reference or custom date if needed. You can also add an invoice note. Check these details before selecting Create invoice.
Confirm the result
After the success message, check the patient’s invoice list. Open the new invoice and confirm its currency, procedures, status, total, and any receipt. A Partially paid or Paid invoice has a receipt for the payment recorded during creation. When the patient pays more later, add another receipt from Receipts; it will be linked to the same invoice and reduce its remaining balance.
If Create invoice is missing, confirm that the patient has procedures that can still be invoiced and that you have access to the patient. If no procedures appear, check the selected doctor and whether those procedures were already invoiced. If a wallet is unavailable, ask a clinic admin to activate a wallet in the required currency.