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Find an invoice

The Billing page lists every invoice you can see, with the total still outstanding. Search by patient, invoice or billing party, or filter by status.

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Invoice statuses

Bilby works out an invoice’s status from its fees, payments and claims. You never set it by hand.
  • A bulk-billed or DVA line isn’t paid until Medicare or DVA accepts the claim, even when the patient owes nothing.
  • A failed patient rebate claim doesn’t change a paid invoice. The rebate is between the patient and Medicare.
Billing party required is a badge, not a status. The invoice should go to a third party but doesn’t yet say who. See Fix Billing party required.

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Create an invoice

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From an appointment

Most invoices come from appointments.
  1. Open the appointment in the calendar and select Edit.
  2. Under Fees, add the services or fees.
  3. Save the appointment. Bilby adds the fees to the appointment’s invoice, and creates it if needed.
  4. Select Invoice in the appointment panel to open it.
In the appointment panel, Bill to chooses who this appointment’s invoice goes to.

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Without an appointment

Use this for fees not tied to an appointment, such as reports or missed appointments.
  1. On the Billing page, select New invoice.
  2. Choose the patient, practitioner and who to bill.
  3. Add a line for each fee, or a custom line with your own description and amount.
  4. Select Create invoice.