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NeoEHR user guide
  • Pages
    • NeoEHR overview
    • Getting started
    • Onboarding
    • NeoEHR User Roles and Access Overview
    • Switch user role
    • Admin/Settings
    • Front Desk personnel
      • Role-specific features
      • Add a new patient
      • Create an appointment
      • Create and pay an invoice for an out-of-pocket patient
      • Create and pay an invoice for an insured patient
      • Edit an appointment
      • View upcoming and previous appointments for a single patient
      • View upcoming and previous appointments for all patients during a period
      • View the patient profile for an existing patient
      • Update demographic information for an existing patient
      • Update insurance information for an existing patient
      • Scan or upload paper records for a patient
      • Review paper records
      • Generate typical Front Desk/HMIS reports
    • Accountant/Cashier
      • Role-specific features
      • Search for a patient
      • Download transactions
      • Download insurance claims
      • Fund a patient's wallet
      • Create an invoice
      • Pay invoices from a patient's wallet
      • Pay invoices via bank transfer
      • Pay invoices via POS
      • View or download receipts
      • Identify insured patients on NeoEHR
      • Sort and filter payment data
      • View finance metrics on the dashboard
      • View invoice and wallet data
    • Nurses & Doctors: Clinical Inputs
    • Pharmacy module
      • Role-specific features
      • Record a sale to a walk-in customer
      • Create an invoice
      • View prescription information
      • Dispense prescribed medication
      • Print prescriptions in NeoEHR
      • Handle medications not yet supplied
      • View pharmacy product information
      • View brands of a particular generic in stock
      • Transfer products to another dispensary or outlet
      • Request supply from your central store
      • Review outlet requests for new supplies
      • Download list of outlet requests
      • Update product quantities and prices in inventory
    • Laboratory module
      • Log investigation requests for a walk-in client
      • Update pricing for laboratory tests
      • Search for a patient in the laboratory queue
      • Add a new walk-in customer as a patient
      • Sort or filter the laboratory queue
      • Record samples and view investigation results
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NeoEHR user guide
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Create an invoice
How to Create an Invoice

Two Ways to Create an Invoice

Creating an invoice is an essential step in processing and tracking prescribed medications. NeoEHR offers two streamlined methods for generating invoices directly within the Pharmacy module. Ensure that you are always logged into the correct pharmacy outlet to avoid errors.

Option 1: Continue from Record Sale

If you are finalizing a sale directly:
After completing the Record Sale form, click “Checkout.”
The system will immediately direct you to the Create Invoice screen.
Confirm the sale details, then generate the invoice.
You may choose to pay via wallet or proceed with other payment options available.

Option 2: From the Prescriptions Dashboard

If you are creating an invoice for a previously prescribed medication:
Navigate to the Prescriptions Dashboard.
Search for and locate the patient whose prescription requires invoicing.
Click the dropdown arrow on the right side of the patient’s card to expand details.

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Verify that you’re logged into the correct pharmacy outlet. Prescriptions are outlet-specific and may not appear otherwise.
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Review the prescribed products — the most recent prescriptions appear at the top.
Click the Burger Menu (⋮) beside the relevant prescription.
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From the action list, select “Create Invoice.”
Other available actions may include:
Print Prescription
View Prescription
View Product Info
View Brands in Stock
Proceed to create the invoice. Once successful, the prescription status will update to Invoiced.
You can then pay immediately or direct the patient to the cashier for payment.
Note:
Prescriptions are outlet-specific and will not appear if you are in the wrong location. If an invoice has already been created for a product, the Create Invoice button will be disabled.
Always ensure you're working under the correct outlet to avoid discrepancies in patient records and billing visibility.
Prescription status automatically updates based on its progress through the workflow: Prescribed → Invoiced → Supplied → Paid, etc.

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Visit the NeoEHR webpage
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Two Ways to Create an Invoice
Option 1: Continue from Record Sale
Option 2: From the Prescriptions Dashboard
Visit the NeoEHR webpage
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
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