> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Read the billing dashboard

> See what your hospital has invoiced and collected, find any invoice, and understand the order the revenue screens work in.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Enterprise" roles="Owners, managers and billing staff" />

**Billing Dashboard** is where a hospital's money picture lives: what has been invoiced, what has been collected, what is still owed, and every invoice ever raised. It is the first of three revenue screens, and the one people open when they want a number.

<Path steps={['Sidebar', 'Billing', 'Billing Dashboard']} />

<TaskHeader before="Nothing — the dashboard works from your first invoice onward" time="A minute to read; longer to work the invoice list" after="A clear view of invoiced versus collected, and the invoice you were looking for" />

## What you're looking at

The heading reads **Billing Dashboard** — "Manage your clinic's financial activities and billing operations". A date-range picker, **Refresh** and **New Invoice** sit beside it.

Three tabs:

| Tab          | What it holds                                                                                                  |
| ------------ | -------------------------------------------------------------------------------------------------------------- |
| **Overview** | Four summary tiles, a **Billing Activity** chart and **Upcoming Payments**                                     |
| **Invoices** | The full invoice list, with search, status filter and column controls                                          |
| **Insights** | **Financial Insights** — a placeholder for now, reading "Financial analytics and insights will be shown here." |

The four tiles on **Overview** are:

| Tile                 | Reads                                                                               |
| -------------------- | ----------------------------------------------------------------------------------- |
| **Total Revenue**    | Everything collected, with this month's figure beneath and its change on last month |
| **Pending Payments** | What is awaiting collection, and across how many open invoices                      |
| **Invoices Sent**    | How many have been issued                                                           |
| **Collection Rate**  | The share collected, with the number of overdue invoices beneath                    |

**Billing Activity** — "Invoiced vs collected over time" — can be read **Weekly**, **Monthly** or **Yearly**. Its tooltip separates money collected against an invoice from money taken directly with no invoice behind it, which is the difference between a billed admission and cash handed over at a desk. A quiet period shows **No Billing Activity** and "No invoices were issued or payments collected in this period."

**Upcoming Payments** lists what falls due next. With nothing outstanding it reads **No Upcoming Payments**.

## Work the invoice list

The **Invoices** tab is the full ledger.

<Steps>
  <Step title="Search or filter">
    Use "Search invoices..." for a number or a patient, and **Filter by status** for **All Statuses**, **Draft**, **Pending**, **Paid**, **Partially Paid**, **Overdue** or **Cancelled**.
  </Step>

  <Step title="Choose your columns">
    **Toggle Columns** turns **Invoice Number**, **Patient**, **Amount**, **Status** and **Date** on and off. **Invoice #**, **Amount**, **Status** and **Date** all sort.
  </Step>

  <Step title="Open the row's actions">
    **Invoice Actions** offers **View Details**, **Edit Invoice**, **Download PDF**, **Send Invoice**, **Record Payment**, **View Payments** and **Delete Invoice** — each shown only when it applies. **Record Payment** disappears once an invoice is fully paid or cancelled.
  </Step>
</Steps>

**Empty state.** A hospital with nothing raised shows **No Invoices Found** and "You haven't created any invoices yet.", with a **Create New Invoice** button. Filtered to nothing, the same panel reads "There are no invoices matching your search criteria." — the difference matters, so read which one you have.

<AuditNote action="Opening the billing dashboard" />

## The order things happen in

<Steps>
  <Step title="Define what you charge for">
    An invoice line is a service at a price. Build the list once — see [Services and prices](/hospital/revenue/services).
  </Step>

  <Step title="Raise the invoice">
    **New Invoice**, or from the patient's record. A new invoice is created as **Pending**, not Draft — see [Create and send an invoice](/hospital/revenue/invoices).
  </Step>

  <Step title="Send it">
    Email the branded PDF to the patient, to an employer or insurer, or to both.
  </Step>

  <Step title="Record what arrives">
    Cash and transfers are recorded by hand; online payments record themselves — see [Record and collect payments](/hospital/revenue/payments).
  </Step>
</Steps>

## Invoice statuses

| Status             | Meaning                                                         |
| ------------------ | --------------------------------------------------------------- |
| **Draft**          | Not issued. Nothing is owed yet                                 |
| **Pending**        | Issued and awaiting payment. **The default on a new invoice**   |
| **Paid**           | Settled in full                                                 |
| **Partially paid** | Some money received, a balance outstanding                      |
| **Overdue**        | Past its due date and still unpaid                              |
| **Cancelled**      | Withdrawn. Use this rather than deleting once money has arrived |

## Who can do this

**Role** decides whether the screen opens. On Enterprise, an owner controls which roles reach **Billing** under **Settings → Role Navigation** — a ward nurse has no reason to arrive here, and a biller has every reason.

**Permission** decides what you may do inside. Your hospital's staff sheet carries a **Billing** section of per-person toggles, described in the product's own words:

| Permission                   | What it is for                              |
| ---------------------------- | ------------------------------------------- |
| **Create billing documents** | Raising invoices and receipts               |
| **Add client payments**      | Recording money received against an invoice |
| **Add insurance payments**   | Recording a payer's settlement              |
| **Edit service fees**        | Repricing the catalogue                     |
| **View Payment Reports**     | The payment reporting screens               |
| **View financial dashboard** | The money figures on this page              |
| **Refund payments**          | Reversing money already taken               |

Two acts are enforced on the server whatever else is set: **voiding a payment** is limited to a clinic owner, manager or accountant — "Only a clinic owner, manager or accountant can void a payment." — and an invoice with a recorded payment cannot be deleted by anyone.

Enforcement is **opt-in per person**: a colleague never saved in the permissions sheet is unrestricted, and the sheet warns **"Saving starts enforcing"** before that changes. A **denied action is recorded**; an allowed one is not. Hiding **Billing** from a role is a convenience, not a security boundary — and where a figure is not yours to see, it renders as a dash or the row is withheld, never as **0**.

## Check it worked

* **Total Revenue** and **Pending Payments** change after you record a payment.
* An invoice you raised appears on the **Invoices** tab with the number you will quote.
* **Collection Rate** moves as invoices settle, and the overdue count beneath it falls.

## Common issues

<AccordionGroup>
  <Accordion title="The Insights tab is empty">
    It is a placeholder: "Financial analytics and insights will be shown here." Use **Overview** and [Analytics](/hospital/executive/analytics) for real figures.
  </Accordion>

  <Accordion title="The figures do not include today">
    Check the date-range picker, then select **Refresh**. The dashboard reads a range, not a live feed.
  </Accordion>

  <Accordion title="An invoice I raised is not in the list">
    Check the status filter is on **All Statuses** and the search box is empty. A **Draft** is hidden whenever the filter is set to anything else.
  </Accordion>

  <Accordion title="Error Loading Data appears instead of the table">
    A load failure, not an empty ledger. Refresh the page — the panel says so itself: "Please try refreshing the page."
  </Accordion>

  <Accordion title="Every price shows as zero and charges are disabled">
    **Free Clinic Mode** is switched on under **Settings → Billing**, and your hospital carries a **Free Clinic** badge while it is.
  </Accordion>

  <Accordion title="I have no New Invoice button">
    Creating billing documents is granted per person. Ask an owner or manager — see [Permissions](/platform/team/permissions).
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Which currency are these figures in?">
    Your hospital's currency, set once under **Settings → Billing** and used everywhere — invoices, receipts, memberships and the store. See [Billing settings](/hospital/settings/billing).
  </Accordion>

  <Accordion title="Why does the chart separate direct payments?">
    Because money can arrive without an invoice behind it. Splitting the two keeps "what we billed" and "what we took" from being quietly conflated.
  </Accordion>

  <Accordion title="Do counter sales in the pharmacy appear here?">
    No. Those are recorded in [Pharmacy sales](/hospital/pharmacy/sales). A sale is not an invoice.
  </Accordion>

  <Accordion title="Where do insurance claims fit?">
    Claims are billed to a payer rather than a patient and have their own screens — see [Insurance](/hospital/insurance/overview).
  </Accordion>

  <Accordion title="Can I see revenue by department or clinician?">
    Not on this page. That breakdown is in [Analytics](/hospital/executive/analytics).
  </Accordion>
</AccordionGroup>

<StillStuck topic="billing" />