Skip to main content

​
Invoices — Safety Caps, Payment Validation, Private Phones

Issue invoices that are guaranteed to be in range, blocked from typo-overpayments, and never print the patient’s phone on a document a third party will read. We rebuilt the invoice path because three different ticket types — typo totals, overpayment confusion and patient-data exposure — were all in the same file.

​
What’s new

  • Per-clinic safety caps on totals. Admins set a maximum invoice total in Settings → Documentation → Document Amount Limits. Anything above the cap is rejected with a friendly message before reaching the database.
  • Overflow typos no longer leak raw errors. Typing 110000000 instead of 11,000 used to bubble a database error to the toast. The server now returns “The amount you entered is too large…” instead.
  • Inline payment validation. Entering more than the invoice balance shows a clear inline error and disables the Confirm button until corrected. No more silent capping on blur.
  • Receipts and payment history appear immediately. Once a payment is recorded, the receipt and the payment history row update without a page refresh. The activity timeline on the invoice refreshes automatically too.
  • Bill To omits patient phone. The Bill To / Received From block on invoices, quotations and receipts (inline and PDF) shows only the patient name and email. Public shared-link responses no longer return the patient phone at all. The patient already knows their own phone number — printing it on a document a clinic shares with third parties is unnecessary.
  • “Generated from Quotation #X” on the PDF. When an invoice was generated from an accepted quote, the PDF carries the linked quote number under the totals.
  • A double-submit guard on Create Invoice. Rapid double-clicks no longer create the same invoice twice.

​
How to use it

  1. Set your safety caps once. Open Settings → Documentation → Document Amount Limits and enter sensible max values for invoice and quotation totals.
  2. Issue an invoice from an appointment’s Billing tab or from the Invoices module. The total is validated client-side and server-side against your cap.
  3. Record a payment. The amount field is validated against the outstanding balance — Confirm is greyed out if you try to overpay.
  4. The receipt is generated immediately. The patient’s phone is not on it.
  5. If the invoice came from a quotation, the linked quote number prints on the PDF.

​
What changed since the last revision

  • Per-clinic safety caps prevent typo totals.
  • Overflow errors are friendly, not raw.
  • Overpayments are blocked inline instead of silently capped.
  • Receipts and payment history appear without a refresh.
  • Patient phone is never on the Bill To block.
  • “Generated from Quotation #X” prints on the PDF.
  • Create Invoice has a double-submit guard.

​
Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.