Create new Sales Invoice

UpdatedOctober 7, 2025

Create a new sales invoice

To create a new Sales Invoice for a selected patient, go to patient’s profile

Step 1: On the Left panel click “Patients”

Step 2: On patient’s profile click on “Sales Invoices” tab

Step 3: Click on “New”, to enter details of the Sales invoice

Add a new item to invoice

Step 1: Click on “Invoice Items”

Step 2: Click “New” to add items for the invoice

You can select the item from the list of items from the Inventory and Click “OK”

The item is now added to the list of “Invoice items” as shown in the image below:

Adding a New Work Order

To create a new Work order in the Sales Invoice for a selected patient go to patient’s profile

Step 1: On the Left panel click “Patients”

Step 2: On patient’s profile click on “Sales Invoices” tab

Step 3: Click on the Invoice from the list of invoices for which you want to create a work order

Step 4: On the Sales Invoice window, click on “Work Orders” tab

Step 5: Click “New Rx-Workorder” and enter the new work order details

Enter all the details on the “Rx-WorkOrder” window for the patient.

To add the details of the work-order following tabs information is mandatory

Click on the “Prescriptions” tab to enter the prescription details

Click on ”Frames” tab to enter the details of the frame

Click on ”Lenses” tab to enter the details of the lens

Add a Prescription in Work Order

Step 1: Click on the “Prescription” Tab

Sep 2: The details of any previously added prescriptions can be fetched by the system when you click on “Get Rx”

The following window appears

In case you need to add a new prescription, you can add it by clicking on the “+” sign on the right hand-side of “Examination” as shown below

To get the record of the previous prescription click on the drop-down arrow on the right hand-side of “Examination” as shown below

Add a Frame in Work Order

To get the list of available frames click on the dropdown arrow on the right hand-side of “Frame” as shown in image below with red colour
To add a new Frame, you can add it by clicking on the “+” sign on the right hand-side of “Frame” as shown in image below with blue colour
To edit existing Frame details, you can edit it by clicking on the “pen” sign on the right hand-side of “Frame” as shown in image below with green colour

Add a Lens in Work Order

Add lens details like lens type, lens provider, lens and lens options.

To get the list of available lenses click on the dropdown arrow on the right hand-side of “Lens” as shown in image below with red colour
To add a new Lens, you can add it by clicking on the “+” sign on the right hand-side of “Lens” as shown in image below with blue colour
To edit existing Lens details, you can edit it by clicking on the “pen” sign on the right hand-side of “Lens” as shown in image below with green colour

Add Extras in Work Order

You can add tints/coatings in the “Extras” tab by clicking on “New” the following window appears

Add a Service in Work Order

You can add any additional services in the “Service” tab by entering the details

Add Instructions in Work Order

You can also add any additional instructions like internal notes or lab instructions in the “Instructions” tab. Click “OK” to save the Invoice for workorder.

Add Insurance details to Sales Invoice

You can add the primary and secondary insurance for the patient by selecting the insurance providers name from the list or add a new insurance provider by click on the “+”