---
title: "How to capture an invoice "
url: "https://help.mymps.co.za/en/article/how-to-capture-an-invoice"
language: "en"
last_updated: "2026-03-10T06:38:28.365Z"
---

# How to capture an invoice 

**You are able to capture an invoice in 4 different ways:**

1.  Once an appointment has been finished and the user has clicked **‘check out’** from the ‘Waiting room’ a pop-up will appear asking you if you would like to complete the invoice for that appointment, click ‘Yes’.
2.  On the **‘Accounts’** page, on the left menu, click **‘Capture invoice’**.
3.  On the **‘Accounts’** page, search for a specific patient. Once you have found the patient, click on the patient. The ‘Account Details’ page will open, select **‘Capture invoice’**.
4.  On the **‘Accounts’** page, on the right of the listed patients click on the quick menu **(...)**

**How to capture an invoice**

-   From your preferred method click on ‘Capture invoice’.

![](https://cdn-assets.productfruits.com/cf8eff10-3003-4dd4-b2da-093f24def4b3)

-   Select your invoice type, either cash or medical aid.

![](https://knowledge.healthbridge.co.za/pluginfile.php/55/mod_page/content/9/image%20%281%29.png)

-   Add the required information:

1.  **‘Select patient’** - By entering a minimum of 3 characters, the system will start to search through your patients to link the invoice to
2.  **‘Treating provider’** - Select the provider that you want to link to this invoice. If you change the provider after completing the invoice, note that all the invoice lines will be cleared.
3.  **‘Date of service’** - Today's date will be added automatically.  
4.  **‘Place of service’** - The default is **‘Consulting room’**

![](https://cdn-assets.productfruits.com/b835828f-27a3-4b48-8cae-0676522ededa)

-   Enter the **‘Diagnosis code’**. If your patient has multiple diagnoses, enter them all, separated by a semi-colon. If you know the code, you can enter it directly. If not, you can search by description or by code. Clicking on the search icon will open a **‘Diagnosis’** window.

![](https://knowledge.healthbridge.co.za/pluginfile.php/55/mod_page/content/9/image%20%283%29.png)

![](https://knowledge.healthbridge.co.za/pluginfile.php/55/mod_page/content/9/image%20%284%29.png)

-   Once you have completed the diagnoses, you need to complete the invoicing information.
-   Once all procedures have been added, click on **‘Submit’**. (If this were a cash claim, the button will display **‘Save’**).

![](https://knowledge.healthbridge.co.za/pluginfile.php/55/mod_page/content/9/image%20%285%29.png)

**NB** \- *For Optoms an additional step is required to Link the script to the claim lines. The ![](https://lh6.googleusercontent.com/-sDf01gsilCUCWSox4BBUjIAtR8Cd_pJom0sHebgT-DXnegTTEYNeuwEV3VtzXriEJNsL2VpxeCiVS2PienT171nqAT9DQVAJIp9R6fF49e3CtT2RSnS83gkt0-6cyLloSJWzTkoo4MdsG53xVDjDA) at  the end of the claim line is to add extra details, this will allow the user to link the patients' script to the correct procedure line.*

![](https://cdn-assets.productfruits.com/21dde54c-6f1d-41ea-9303-5d9a3a41b00b)

![](https://cdn-assets.productfruits.com/07fcc336-e530-470f-b75f-7f72a441b902)

**NOTE:** myMPS allows one invoice to include multiple line items of procedures, medications, and consumables. However, claims are processed per invoice and cannot be submitted as multiple claims at once.

[Embedded content](https://www.youtube.com/embed/IJrzav5_MRA)