Searching for an Invoice in Genie

If you are running Genie v9.3.4 and above, searching for an invoice in Genie is easier than ever. Simply navigate to Billing > Search by Invoice Number. Enter the number of your invoice, then click OK.

You will then be taken to the corresponding patient's Account History to view the invoice.

Find an invoice via the Sales window

If you would like to quickly look at the particulars of the invoice, you can search in the Sales report.

1. Navigate to File > Maintenance and Reports > Administrator tab;
2. Select the Sales icon at the top left of the window.
3. In the resulting window, click the magnifying glass icon 
4. In the Query Editor window that appears, enter in the below information. 
   

   		Table	Field	Comparison	Value
   1.		[Sale]	InvoiceNum	is equal to	"xxxx"
   2.	Query

   
   

Once you click Query, you will be returned to the Sales window. The details of the invoice will be listed, including the patient name, provider, item, fee, and any payments made against the invoice.

Find an invoice via the Patient list

If you are just after the patient's information, or would like to easily look at their entire Account History, you can search for the invoice through the Patient list.

1. Navigate to Open > Patients;
2. In the Patient list, go to Records > Search;
3. In the Query Editor that appears, enter in the below information.
   

   		Table	Field	Comparison	Value
   1.		[Sale]	InvoiceNum	is equal to	"xxxx"
   2.	Query

   
   

Once you click Query, the Patient list will now show the patient attached to the corresponding invoice number. From here, you can access their file including demographics, clinical, or Account History.