Consult invoices

ModuleCash box

Suggested profileCashier / Administration / Coordination

PermissionCASH_BOX: READ

StatusValidated

Objective

Consult the billing catalog (invoices) with its details: patient, services, partial payments, status and amounts. Allows opening a drawer with the complete details of each invoice.

Before starting

• Have an open cash box. If not, open the cash box first from Open cash box.
• Read access to the Cash box module.

Step by step

1. In the Cash box module, open the Invoices tab.
2. The screen loads the list of invoices with collapsible filters.
3. Use the available filters: date range, status, patient, service, etc.
4. To view the detail of an invoice, click on the row or on the detail icon.
5. A side drawer opens with the complete invoice: patient, services, partial payments, totals, comments.
6. Close the drawer with the X.

Expected result

• The table shows the invoices with their main fields and the applied filters.
• The drawer allows viewing the detail without leaving the screen.

Pending: add screenshot of caja-facturas-01-listado.png and caja-facturas-02-drawer.png.

Common errors

Situation	What to do
The Invoices tab is disabled	There is no open cash box. Open the cash box first.
The filters return no results	Expand the date range or remove filters.
The drawer does not show partial payments	The invoice has no partial payments recorded.

Suggested permissions

• CASH_BOX: READ (included with any Cash box level).

Relation with other modules

• Patients: invoices are associated with the patient.
• Services: the invoice detail includes the charged services.
• Cash box: partial payments and reconciliation are done from Cash box.