Creating Invoices in SigmaMD

Creating invoices in SigmaMD is a streamlined process that integrates seamlessly with member management and billing operations. This guide will walk you through the steps to create an invoice, whether you start from the Invoices' report or directly from the member's chart billing screen.

Starting an Invoice

Invoices can be initiated from two places within SigmaMD:

1. Invoices Report: Navigate to the Billing section and select "Reports." Check if you are on the Invoices tab and click on "New Invoice" to start the process.
2. Member's Chart Billing Screen: Open the members’s chart and navigate to the Billing page from the main menu, on the screen's top right corner we'll find the "Create invoice" button. The "member" field will be automatically filled, simplifying the process.

Both cases automatically assign you to the "Clinician" field. Please search for another team member to change it.

Creating an Invoice

Upon opening the invoice creation screen (as shown in the attached image), you will see several fields and options:

Invoice Details

• Clinician: Select the clinician associated with delivering the service.
• Member: Choose the member.
• Description: Optionally, add a description of what's being served. It will help understand this invoice's context later.
• Service Date: Enter the date when the service was provided.
• Due Date: Set the date when the payment is due.

Adding Charges

• Items: Search and add charge items from your predefined list. For more information on managing charge items, refer to Charge Items and Categories.
• Discounts and Fees:
  • Discounts: These can be applied as a percentage (%) or a fixed amount ($). Discounts are evenly split across items for accurate reporting.
  • Fees: Applied as a fixed amount ($).
  • Both discounts and fees can be added multiple times as needed.

Payments

A payment is added by default with the total amount of the invoice, but multiple payment methods and payers can be added for a single invoice. Search for a member

Viewing and Editing Charges

The table within the invoice screen will display all added items, their quantities, unit prices, taxes, and total amounts. Hover over the numbers to see detailed information about the applied markup and tax.

Automatic Saving

All changes to the invoice are automatically saved once a member or an item is added. This feature allows you to close the screen and return at any time to continue editing. The draft invoice will appear in the member’s chart billing screen as soon as it is created.

Please note that after the invoice is issued, the auto-saving won't be present and you need to confirm your changes by clicking on the save button.

Issuing the Invoice

Once all details are complete, click "Issue Invoice" to finalize it. The payer will be notified via email and the SigmaMD Member App, where the invoice will also be available for review and payment.

For more detailed steps on managing invoices and understanding payment statuses, refer to Reviewing Invoices and Payment Statuses.