> For the complete documentation index, see [llms.txt](https://dentaltap.gitbook.io/dentaltap/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dentaltap.gitbook.io/dentaltap/billing/invoices.md).

# Invoices

![Dentaltap - Patient Invoices](/files/xxqGRFbGlcH807PPLxZa)

1. Open the Patient Profile and click on the **Invoices** menu item at the top.
2. Click on the **New Invoice** button to create a new task.
3. You can see all invoices grouped by status - active or canceled.
4. A complete invoices list. 
5. Invoice Actions - **Add Payment**, Print, Edit, and Delete. 

### Create Invoice

To create a new invoice, click on the **New Invoice** button. In the opened window fill out invoice details, add procedures, and click on the <mark style="background-color:green;">Create Invoice</mark> button to confirm.&#x20;

![Dentaltap - Create Invoice](/files/qf6hGTjCd11F2ySyyXQi)

**Required fields:**

* At least 1 procedure - click on the **Add Procedures** button to add more procedures;
* Create Date - a date, when the invoice is created, you can add the past date as well.

**Optional fields:**

* Code - invoice code, will be assigned automatically if empty;
* Discount - add a discount to this invoice. By default use the main patient discount;
* Tax - add tax percent to this invoice. By default use the parameter from the settings;
* Pay Until - due date for the invoice, will become unpaid after this date.

### Create Invoice from Procedures

You can create an invoice from the existing procedures in the procedures table. Use the following link[Procedures](/dentaltap/treatments-1/procedures.md#procedures-actions) and click on the **New Invoice** button from the list of procedures.

### Update Invoice

Once you added an appointment, you can click on it to open the details.&#x20;

Click on the **Edit** button in the Invoice Actions list. You can modify all the invoice data created above[#create-invoice](#create-invoice "mention").

### Delete Invoice

Click on the **Delete** button in the Invoice Actions list and confirm the deletion.

### Create Payment

![Dentaltap - Create Payment](/files/XIdmz7vfPDYP9SN8UzPW)