How to charge a patient and send the invoice

In DeusRex you can create a charge and send it to the patient to pay online; once paid, the invoice is finalized automatically.

Steps

1. Open Billing in the sidebar.
2. Click New charge and select the patient.
3. Add one or more services or products to the charge.
4. Review the total and click Generate payment link.
5. Copy the link or click Send by email so the patient receives it.
6. When the patient pays, the charge becomes Paid and the invoice is finalized.

Electronic invoice

If your organization has electronic invoicing enabled, once payment completes the document is issued with its CUFE and is available to download as a PDF from the charge detail.