Tutorial Documentation

Avalon Health Clinic – Billing (Cash & Bank)

Introduction

Welcome to the Billing (Cash & Bank) module tutorial platform. This guide provides a step-by-step walkthrough of this module in the system, ensuring that users can efficiently navigate and utilize its features. Each section includes screenshots illustrating the actions being performed.

Overview

This module tracks patient invoices and payments made via cash or bank transactions.

Step-by-Step Guide

1. Generating Invoices

Navigate to the ganerate invoice section from the main dashboard by clicking on patients link on the sidebar. Once you are on the Patients setion click on Billing of the patient you want to generate invoice for

Avalon Clinic Calendar

Then click on the Generate Invoice button

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Fill in the Invoice details: Payment method (cash, mobile money, bank transfare, visa/master card or credit), Invoice type (cosultation or procedure), select the items and amount. After filling up the invoice click on complete Invoice

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2. Viewing and Managing Payments

  • Click "Invoices"link on the sidebar to open the invoices section
  • Then click onthe 3 dots to edit, mark as paid or delete an invoice
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Click on View reciept to print or view the receipt

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Click View Invoice to veiw or print the invoice

Avalon Clinic Calendar