How to Create an Invoice / Superbill

How to Create an Invoice / Superbill

Overview

This article explains how to generate invoices and superbills in ICANotes+. You can generate an invoice, a superbill, or both depending on your workflow needs.

You can generate invoices and superbills from the following locations:

  • During note compilation
  • From the Service Code modal
  • From Account > Invoicing

Generate an Invoice or Superbill During Note Compilation

  1. Open or create a note.
  2. Add the required service code and charge amount.
  3. Compile the note.
  4. Select the dropdown next to Generate Invoice & Superbill.



  1. Select one of the following options:
    • Generate Invoice Only
    • Generate Superbill Only


Generate an Invoice or Superbill from the Service Code Modal

  1. Open the note.
  2. Add or edit a service code.
  3. On the Service Code modal, select the dropdown next to Generate Invoice & Superbill.



  1. Select one of the following options:
    • Generate Invoice Only
    • Generate Superbill Only

Generate an Invoice or Superbill from Account > Invoicing

  1. Open the client chart.
  2. Select Account.
  3. Expand the Invoicing section.
  4. Select an encounter.
  5. Select one of the following options:
    • Generate Invoice
    • Generate Superbill



Access Generated Invoices and Superbills

Selecting Generate Invoice opens the invoice screen, where you can review and print the invoice.





Selecting Generate Superbill opens the superbill screen, where you can review and print the superbill.



Print or Download an Invoice or Superbill

After opening the invoice or superbill:

  • Select the Print icon to print the document.
  • Select the Download icon to download a PDF copy.




Request Online Payment from an Invoice

If online payment processing is enabled for your practice, you can request payment directly from an invoice.

  1. Open the invoice.
  2. Select Request Payment.
  3. Choose the preferred delivery method.

Clients can complete the payment using the payment link they receive.





FAQs

Can I generate only an invoice or only a superbill?
Yes. You can choose Generate Invoice Only or Generate Superbill Only based on your workflow needs.

Where can I generate invoices and superbills in ICANotes+?
You can generate them during note compilation, from the Service Code modal, or from Account > Invoicing in the client chart.

Can I print or download invoices and superbills?
Yes. After opening the invoice or superbill, use the Print icon to print the document or the Download icon to save a PDF copy.

Can clients pay invoices online?
Yes. If online payment processing is enabled for your practice, you can send a payment request directly from the invoice screen.


Watch the Video

Click here to watch a video about this feature.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.


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