Mark an invoice as balanced

Overview

This flow describes how to mark an issued invoice as balanced in Care. Care checks the payments and credit notes recorded against the invoice, then closes it.

Pre-requisites

• The invoice is issued. See Issue an invoice.
• You record the payments and credit notes for the invoice before you start. See Payment Reconciliation.
• You have the permissions listed below.

Permissions

Permission	Access
Can Write Invoice	Lets you mark an invoice as balanced. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission.

Steps

1. Open the invoice

Open the invoice page for the invoice that you want to close. The action is available only while the invoice is Issued.

2. Mark the invoice as balanced

Click Mark as balanced.

Note: Press b on the invoice page to mark the invoice as balanced.

Note: This action is final. You cannot change the invoice after Care marks it as balanced.

Expected Outcome

• Care checks the payments and credit notes recorded against the invoice.
• The invoice status changes to Balanced.
• The charge items with the status Billed change to Paid.
• You cannot change the invoice after this point.

Related

Concepts:

• Invoice
• Payment Reconciliation

Flows:

• Issue an invoice
• Cancel an invoice or mark it entered in error