Create and send an invoice
Draft an invoice with the consultation fee and dispensed stock pre-filled, then send it to the patient.
Where to find it: Sidebar → Invoices
Steps
- Open Invoices in the sidebar and choose “+ New invoice”.
- Check the pre-filled lines: the practitioner's consultation fee and the patient's not-yet-invoiced dispensed stock. “Add dispensed items” pulls dispensed items in again.
- “+ Herb” opens a picker over your stock and fills name, unit and price. Picking from stock does not deduct it.
- Choose “Send invoice”. Sending allocates the official invoice number and emails the patient a link to view the invoice.
Good to know
You can also start an invoice from the Treatment tab with “Create invoice”; nothing is stored until you save or send it. Invoicing is switched off for a practice whose country is Portugal (or, while no country is set, a portal running in Portuguese), because Portuguese law requires software certified by the tax authority, which MyDosha is not.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.