AR Management - This article explains how to generate invoices from a Session record.
Lumary allows you to generate an invoice for a single session of care, this enables on the spot billing of clients receiving services.
Required packages and permissions
Available with: Lumary 22.82 and later
Permission: Lumary AR - AR Management
Lumary AR Management features do not necessarily come as standard. If these features are not available to your users, please contact your Account Manager.
Some providers deliver in-clinic or appointment-based services where it’s more efficient to generate an invoice and receive payment immediately after the service is delivered, rather than including it in a standard invoice run.
Lumary supports this workflow by allowing on-the-spot invoicing for services covered by Participant or Participant Nominee funding management types, as well as for ad-hoc services. This enables faster billing, improved cash flow, and a smoother experience for both providers and clients.
Sessions must be updated to a completed status with Service Delivered records generated before the Generate Invoices button will appear as an option on the Session record.
To generate an invoice for the services they received on a Session:
- Navigate to the Session record.
- Ensure the data is accurate and the Session has been updated to a Completed status.
- Click the Generate Invoice button in the header of the record, for some customers, this may be present under the dropdown.
- Select the appropriate Client from the Session to generate an invoice for.
- Client Generate Invoice button.
- You will then be navigated to the invoice generated.
- Update the invoice Status to Posted.
- Click Generate Invoice PDF to generate and print the invoice for the client.
- To record a payment - see our article for Adding a new payment to an invoice.