View an Invoice

There are multiple ways to view an invoice in TheraPlatform. The administrator, the biller or the therapist with the billing role can access invoices specific to a client under the calendar, the client's chart or one can view invoices from Billing.

From Calendar

Step 1: Click on Schedule.

Step 2: Click on the scheduled on the calendar appointment.

Step 3: At the pop-up box, click on View invoice. 

From Billing

Step 1: Click on Billing< Invoices

Step 2: Click on three dots.

Step 3: You can filter invoices by the invoice number, the name of the client, etc. 

From the client's chart

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the name of the client or start typing the name of the client in the upper Client search bar. Select the client and this will open the chart.

Step 3: Click on Billing<Invoices.

Step 4: Find the invoice. You can filter them by date ranges, status (e.g. paid, open), etc.

Step 5: Click on the eye icon next to the invoice to open it.