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Billing Workflow

This guide covers the main Petaladdin tasks handled by billing staff, cash counter users, and operations staff during a normal shift.

POS checkout workflow screen with callouts

Quick guide:

  • 1 confirms the bill type and active customer context.
  • 2 adds items to the bill through product search and row entry.
  • 3 reviews pricing, quantity, and line totals before checkout.
  • 4 applies payment collection details and checkout actions.
  • 5 completes the POS bill once the payment is confirmed.

Daily route​

  1. Review the invoice queue, POS bills, and pending collections.
  2. Complete patient billing after check-out or create over-the-counter sales in POS.
  3. Collect payment and confirm invoice status.
  4. Handle reprints, corrections, or refunds when needed.
  5. Close the shift with a billing and receivables review.

During the shift​

1. Complete regular patient billing​

Use Billing, Create Invoice Screen, and Edit Invoice Screen for patient-linked invoices.

2. Use POS for counter sales​

Use POS Checkout Workflow for quick sales that do not require the full visit workflow.

3. Confirm payment status​

Use Invoices and Payments to review whether invoices are paid, partially paid, or still outstanding.

4. Handle exceptions​

Use Invoice Print Screen, Refund Workflow, and Invoice Refund Record when a bill must be reissued, refunded, or reviewed.

5. Review promotions and plans​

Use Coupons and Memberships when discounts or membership benefits affect the bill.

End-of-day checks​

  • review unpaid invoices and partial collections
  • confirm refunded invoices are documented correctly
  • compare billing totals with daily reports
  • flag mismatches between consultation items and billed items

When to escalate​

Tell an administrator or supervisor when:

  • invoice totals do not match products or services on the record
  • discounts, coupons, or memberships calculate incorrectly
  • refunded invoices still appear as collectible
  • repeated tax or pricing mismatches appear across bills