Invoice statuses

In the left sidebar, under Billing, click Invoices to review invoices across the practice. To review one patient's invoices, in the left sidebar, click Patients, click the patient's name, then click Invoices in the patient sidebar. The Invoices page groups invoices by status and includes filters for Updated, Status, Patient, and Created.

Invoice status groups

In the left sidebar, under Billing, click Invoices, or open a patient by clicking Patients and the patient's name, then click Invoices in the patient sidebar. Invoice status groups show where invoices are in the billing workflow.

Status	What it means
Draft	The invoice has been created but has not been issued yet. Draft invoices can be reviewed and edited before sending, or finalized without sending to issue the invoice without emailing the patient or creating a pay link.
Sent	The invoice has been issued to the patient. If a balance remains, the invoice can still be collected.
Paid	The invoice balance is paid. A paid invoice can still show a refund banner if the practice collected more than the patient owes.
Void	The invoice was voided and no longer bills the patient.

Invoice amount labels

In the left sidebar, under Billing, click Invoices, or open a patient by clicking Patients and the patient's name, then click Invoices in the patient sidebar. The invoice detail panel shows the amount that matters for the invoice's current state.

Label	When you see it	What it means
Invoice total	A draft invoice, or an invoice with no payment collected yet.	The full invoice amount. Drafts also show the due date when one is set, or that no due date is set.
Balance due	The patient still owes money on the invoice.	The remaining amount to collect. If part of the invoice has been paid, the detail also shows the invoice total and due date when available.
Paid	Money has been collected and no balance is due.	The invoice is paid in full unless insurance is still pending. If insurance is still pending, the detail can read Paid so far — insurance still to respond.
Voided	The invoice status is Void.	The invoice total is shown as voided, and the invoice no longer bills the patient.
Refund {amount} to the patient	The invoice has a credit balance and is not Void.	The practice collected more than the patient owes. The banner explains the amount to return to the patient.

Line item responsibility labels

In the left sidebar, under Billing, click Invoices, or open a patient by clicking Patients and the patient's name, then click Invoices in the patient sidebar. Invoice lines can show who is responsible for the line and whether insurance has responded.

Line label	What it means
Self-pay	The patient owes the line amount. Lines without an insurance responsibility also read as self-pay.
Awaiting insurance	The line is waiting for the payer's response. The patient amount is unknown and shows as a dash, not as zero.
Estimated copay · awaiting insurance	The patient has an expected amount to pay now, but final responsibility is still pending insurance.
Covered by insurance	Insurance has adjudicated the line and the patient responsibility is $0.00.
Patient responsibility	Insurance has adjudicated the line and the patient owes part or all of it.

Draft line item editing rules

In the left sidebar, under Billing, click Invoices, or open a patient by clicking Patients and the patient's name, then click Invoices in the patient sidebar. Draft invoice lines can be editable, but some lines are protected because they come from another billing source.

Line type	What you can change	What you cannot change
Manual line	Description, quantity, and unit price.	The invoice editor only changes those line fields.
Claim line	Description.	The amount cannot be changed from the invoice because it comes from the insurance claim. Claim lines cannot be removed from the invoice.
Service package line	Description.	The amount cannot be changed from the invoice because it comes from the service package. Package lines cannot be removed from the invoice.
Last line for a visit	Description, and price fields when they are not otherwise locked.	The last line for a visit cannot be removed from the draft. Delete the draft to un-bill it.

For payment actions, see Payment links and charging a card on file. For refunds, voids, and offline payments, see Refunds, voids, and recording offline payments.