Preview Quote prints the quote for the patient — fees and spectacles, with a total. It opens in a new tab, ready to print or save.

The Misc Pricelist and Dispensing Pricelist can be changed on the screen that shows the prices. Choose one and press Apply & re-price and the lines are re-priced. Once the examination has been invoiced the prices are locked and the selectors are replaced by a note saying so.

Create Invoice turns the examination into an invoice.

The quick filters across the top are the ones you need during a day: Open (posted but not yet paid, including part-paid), In Payment, Paid, Draft and Cancelled. Cancelled invoices are never in the list unless you ask for them with that filter — a cancelled invoice is not money owing and would only make the day look bigger than it is.

On the invoice itself you can correct the payment terms, dates and reference while it is still a draft, then Post it. A posted invoice is not edited in place — use Reset to draft, which leaves a trail. An invoice that has been paid or part-paid cannot be reset at all.

Credit Notes are on their own block, and list only credit notes. A refund sitting among the invoices reads like another invoice, and the totals cannot be scanned.