Zavy allows you to invoice for items that haven't been completed if your workflow requires this. Two workflows exist as outlined below.

From the patient's appointment, any proposed and completed items which are linked to that appointment are automatically presented to the users once the appointment status has been changed to complete.

Both proposed and ready to invoice will be displayed in this area, the reason for this behaviour (which is different to the invoice area) is Zavy expects whoever has proposed the treatment plan and appointment items, to mark items completed or rejected or delete unused items before the patient completes that appointment, as the Billable items widget within the appointment invoice area this area shows billable items scoped to that appointment, Zavy doesn't need to filter future proposed items that haven't been either rejected, deleted or completed.

Patient Invoice (Generating Invoice)

In contrast the Appointment Screen, the patient invoice area is a holding place for all billable items, regardless of which appointment the billable item belongs to, this allows for advanced and flexible invoice generation for customers who require the ability to invoice at the end of a multi-session treatment plan, instead of creating lots of invoices and paying separately for each, users can leave the invoice items which belong to multiple appointments within the Patient Invoice holding area and invoice them all together in a single invoice.

Another possibility is to create an invoice and take payment for items that haven't been completed yet but require payment before the item has been completed. Simply

change the filter from the patient invoice screen

Change the filter form Ready to Invoice to Proposed

This will show proposed items and allow for invoices of incomplete items to e generated

Please make sure your industry governing body or private health funds allow for these types of transactions.