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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 and pay an invoice for an out-of-pocket patient
Before creating an invoice, confirm the patient’s name, age, gender, and ID at the top left.
Review the appointment summary: type, clinic, and time.
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Check Wallet Balance
The wallet balance is displayed at the top right.
If the patient wants to pay via wallet, ensure the patient has money in their wallet.
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Select Payment Method
Use the dropdown to choose a payment option:
Pay via Wallet
Pay direct
Pay via POS
Add Invoice Items
Click the “Select item” dropdown to choose a billable service or product.
Enter the amount and select the quantity (e.g., 1x, 2x).
Click the “+” button to add the item to the invoice.
Use Credit Option (If Applicable)
Toggle “Service on credit” if the patient is allowed to receive the service before payment.
Review Totals
The total amount will update as you add items at the bottom right.
Ensure the amounts and quantities are correct.
Finalize the Invoice
Click “Create invoice” to generate the bill.
To proceed with payment, click “Continue to pay” (enabled once items are added).
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Patient status should change to "Awaiting vitals."
Notes: The invoice is tagged with a Unique Invoice No. at the top. The system records who issued the invoice under “Issued by”. Ensure all services are added before clicking “Create invoice” to avoid errors or omissions.

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Visit the NeoEHR webpage
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Visit the NeoEHR webpage
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