Link and Unlink Invoices to an Appointment

This guide shows how to connect or disconnect invoices with appointments so records stay organized and accurate. It explains linking invoices created from an appointment (automatic), attaching orphan invoices from either the booking or invoice view, and linking multiple invoices to one appointment. It also covers unlinking an invoice so it remains in Patient360 but can be reassigned.

9 steps

To see all invoices linked to an existing appointment, click on the booking to open it.

Invoices created from an appointment are automatically linked in the creation process. If you have an orphan invoice you'd like to link, click "Link"

You’ll see all invoices issued for the same office as the appointment. Click the invoice you want to link to the appointment.

Click "Link Invoice"

You can link multiple invoices to the same appointment. Click "Link" again to attach additional invoices if needed.

To unlink an invoice from the appointment, click "Unlink". The invoice will still be visible in the patient's Patient360, but won't be connected to the appointment. You can then link that invoice to another appointment if needed

You can also link an orphan invoice to an appointment from the invoice view. Simply click "Link appointment".

You’ll see a list of all appointments booked at the office where the invoice has been issued. Select the appointment you want to link to the invoice.

Click "Link appointment"