Create a patient invoice and record payment

Clinic invoices are different from software subscription invoices.

Guide for clients · Rapivexa 1.0.4 · Reviewed 6 October 2026

Step by step

1. Open the clinic invoice workflow and select the correct patient.
2. Add the actual services or items, quantities and rates.
3. Check the clinic invoice settings and applicable tax details with your billing team.
4. Review the total, save the invoice and use the available payment recording action for money actually received.
5. Review the print view and payment balance before giving the invoice to the patient.

Menu names and available actions can vary by specialty, role and plan.

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