Inovice to Patient [Basic]

Missing Payment and Outstanding Amounts

OVERVIEW 

If the Total Payments and Outstanding values are missing from the Invoice to Patient [Basic] printout and the invoice appears incomplete or invalid, you should first verify that taxes are configured in the system. 

KNOWN LIMITATION:
The report uses tax-related data when calculating totals. If no taxes are configured, the system will not generate the data required to calculate and display the Total Payments and Outstanding values.

HOW TO RESOLVE

To ensure these values appear in the invoice:

1. Configure at least one tax code under Environment settings > Finance settings > Taxes.
   
   
   
   
   
2. Assign the tax to the relevant product categories or products used in the sale.
   
   To assign the tax to Product categories or adjust tax rates, go to Environment settings > Finance settings > Tax overrides. Save to apply changes.
   
   
   
   To adjust the tax rate on individual products, navigate to Inventory > Product catalog. Save to apply changes.
   
   
   
   
3. Generate the invoice printout again.

Once taxes are configured and applied to the sale items, the Total Payments and Outstanding amounts will be displayed in the Total Amounts section of the report.

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