In Instinct EMR, closed invoices now display when they were closed and which staff member closed them. This information appears on the invoice page, the invoice sidebar, and the account ledger, making it easier to track billing activity and resolve client questions.
Where to find closed invoice information
From the Invoice page
Open any closed invoice to see the closure details.
Navigate to any closed invoice.
On the Invoice page header and the invoice sidebar, the date, time, and staff member who closed the invoice are listed.
From the Account Ledger
Hover over a closed invoice from within an Account Ledger to view the closed invoice details.
Note: Closed invoice details appear only after an invoice has been closed.
What you may see for older invoices
If an invoice was closed before this feature was deployed, the closed date appears, but the staff member’s name does not. This is expected—the "Closed By" name is not available for invoices closed before this update was released.
If an invoice was reopened and then closed again, the name shown is the most recent staff member who closed it.
Frequently asked questions
Why does an invoice show a closed date but no staff member’s name?
The invoice was closed before this feature was released. Closed By data is only available for invoices closed after the feature went live.
Submit feedback
Feel free to give us feedback on invoice closure tracking by submitting a feature request. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.
Still need help?
Contact support via live chat or email: [email protected].