💵 Income & Service Billing Page

“View and manage all non-product billing transactions — like service charges or miscellaneous income.”

⚠️ Important Reminder

This page is not used to create new bills .

All actual billing (for services, income, or payments) must be done via the POS Page .

This page is solely for:

Reviewing previously recorded income or service charges
Filtering and searching bills
Viewing payment status (e.g., Paid, Unpaid, Partial)
Exporting and printing for accounting or audit purposes
Following up on outstanding balances

🎯 What Qualifies as “Income or Service Billing”?

Charges for consultations or clinical services
Utility refunds, donations, or miscellaneous income
Manual entries for services billed outside product sales

🔍 Filters and Search Options

The dropdown filter enhances your ability to analyze and focus on specific records:

Item Filter (Default): Filter records by a specific service or income type. Selecting this activates an autocomplete search box, and the summary panel recalculates to show only data for that item.
Customer Filter: Narrow the view to show all bills related to a single customer. Useful for following up on balances or providing detailed statements.
Status Filter: Show only Paid, Unpaid, or Partially Paid records.
Date Filter: Quickly filter by Today, This Week, Last Month, or set a custom date range.

✅ The summary chart and list below adjust in real-time to reflect applied filters.

🔍 Key Features of This Page

Feature	Purpose
🔎 Search Bar	Find bills by customer name, date, service type, or status
📅 Date Filter	Quickly filter by Today, This Week, Last Month, etc.
💳 Unpaid Filter	Show only unpaid or partially paid bills
📊 Bill Summary	View bill details like amount, balance, customer, service name
📄 View Bill Details	Open the detailed bill for payments, refund, or return tracking
📤 Export CSV / JSON	Download records for accounting
🖨️ Print	Print the bill or summary for filing or customer copy

📊 Summary Charts

“A live dashboard showing total income, unpaid balances, and payment trends.”

Whenever you aren’t viewing a specific bill, the system shows a summary chart on the right-hand side of the screen. This summary gives a quick snapshot of your financial data for the selected category (in this case, income).

It’s part of the shared component called page-summary-inventory , and it provides live data summaries for the currently active mode — in this case, income mode.

📊 What the Summary Chart Shows

Metric	Description
Total Records	The number of income entries created in the selected date range
Total Amount	Total value of all service charges and income logged
Total Paid	How much has actually been received from customers
Unpaid Balance	Total outstanding amount still owed across all income records
Date Filter	Options like “Today,” “This Month,” “Last Month” to adjust the view
Search Bar	Lets you narrow down records for the summary (e.g., by patient or service)

🧠 Best Practices

Use the chart before monthly close to catch unpaid records
Filter by date, customer, or service to identify trends
Export filtered data for insurance reconciliation or reporting
Always check the unpaid balance column for early detection