Invoice Workflow

Sales Invoices follow the standard ERPNext workflow:

+----------+      +----------+      +----------+
|  Draft   | ---> |Submitted | ---> |   Paid   |
|          |      |(Unpaid)  |      |          |
+----------+      +----------+      +----------+
      |                 |
      v                 v
+----------+      +----------+
| Cancelled|      | Cancelled|
+----------+      +----------+

• Draft — Invoice created but not yet finalized
• Submitted (Unpaid) — Invoice is finalized and sent to the patient
• Paid — Full payment received
• Partly Paid — Partial payment received
• Cancelled — Invoice voided (e.g., if appointment is cancelled)

Healthcare-specific behavior: When a Sales Invoice linked to a healthcare service is submitted or cancelled, the system automatically updates the billing status of the related clinical records.