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

# Invoices — An End-to-End Walkthrough

> An end-to-end invoice walkthrough that uses the new safety caps, payment validation, and quote-to-invoice link instead of the old freehand flow.

An end-to-end invoice walkthrough that uses the new safety caps, payment validation, and quote-to-invoice link instead of the old freehand flow. This guide is the receptionist/admin reference; the settings reference for the same features lives at `/finance/invoices`.

## What's new

* **Set safety caps once.** Open **Settings → Documentation → Document Amount Limits** and pick sensible maxes for invoice and quotation totals. Anything above is rejected with a friendly message before it is saved.
* **Issue an invoice** from an appointment's Billing tab or from the Invoices module. The total is validated against your cap.
* **Record a payment** with inline validation. Confirm is greyed out if you try to overpay. Receipts and payment history appear without a refresh.
* **The Bill To block** prints only the patient name and email — phone numbers no longer leak onto documents shared with third parties.
* **"Generated from Quotation #X"** prints under the totals when the invoice came from an accepted quote.

## Need help?

If anything is unclear, write to [support@odontox.io](mailto:support@odontox.io) or open a ticket from **Settings → Support**.