Overview
Internal statuses are for internal use (not visible to patients) and can be used to track the status of an invoice payment. By default, Embodia provides the following statuses (that are visible to patients): Draft, Open, Paid, Uncollectible, Void, Partially refunded, and Refunded. If you would like to have more statuses, please follow the steps outlined below.
Setup internal statuses
You can set up custom internal statuses for your payments by going to Billing > Settings > Internal statuses:
Adding an internal status to a patient invoice
From a patient invoice page, you can click on the edit icon next to the payment and update its internal status. The internal status will also be displayed next to the payment on the invoice - this will only be visible to the practitioner, not the patient:
Viewing internal statuses by payment method
You can also see the internal statuses for each payment method by going to My clinic > Billings settings > Payment methods, and then selecting a payment method:
