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NeoEHR user guide
Pages
Front Desk personnel
Link to page
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
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.