Visual prototype. All names, rates, and amounts below are fictional sample data.
DJ
De Jesus Platform Works Vision Examination Portal
JP
J. Perez · Clinic Site Admin · Level III · Account Owner
Demo Vision Clinic · Account owner view

Billing and invoicing

What each client company owes for examinations already determined, what has been invoiced, and what has been paid. This page is visible only to the Account Owner.

Billing is separate from the examination. Account Owner is an attribute on the account, not a role. It opens this page and nothing else — it grants no ability to create an examination, enter a result, sign anything, or change a determination. See Roles and Permissions.
Ready to invoice
$2,090.00
24 examinations · oldest Aug 19
Outstanding
$1,595.00
3 invoices · $640.00 past due
Paid this year
$14,280.00
22 invoices settled
Determinations billed
186
Year to date

Ready to invoice

A client is billed when you commit the determination, not when the examination is created. A draft or abandoned record never becomes billable, and each examination can be charged only once. The rate used is the one agreed with that client on the day of the examination, stored on the charge itself — so raising your rates later never rewrites what you already billed.

Client company Charged Examinations Oldest unbilled Amount
Halcyon Turbine Per inspector examined 9 August 19, 2026 $640.00
Ramirez Aero Services Per examination 6 August 28, 2026 $470.00
Gulfstream Line MRO Per examination 4 September 02, 2026 $360.00
Midway Composites Monthly retainer 3 September 2026 period $450.00
Coastal Rotor Works Per examination 2 September 09, 2026 $170.00
Sunport Avionics No rate agreed 0 — — Not billable

A client with no agreed rate raises no charge at all, and adding a rate later does not reach back to collect it. Billing being unconfigured never blocks or delays a determination.

Invoices

Number Client company Period Due Amount Status
Draft Gulfstream Line MRO Aug 01 – Sep 01, 2026 — $270.00 Draft
INV-2026-00018 Ramirez Aero Services Aug 01 – Aug 27, 2026 September 20, 2026 $640.00 Past due
INV-2026-00019 Coastal Rotor Works Aug 01 – Sep 08, 2026 October 05, 2026 $425.00 Issued
INV-2026-00020 Halcyon Turbine Aug 01 – Aug 18, 2026 October 08, 2026 $530.00 Issued
INV-2026-00017 Midway Composites August 2026 retainer September 15, 2026 $450.00 Paid
INV-2026-00016 Halcyon Turbine Jul 01 – Jul 31, 2026 August 30, 2026 $825.00 Paid
INV-2026-00015 Gulfstream Line MRO Jul 01 – Jul 31, 2026 August 30, 2026 $450.00 Paid
INV-2026-00014 Ramirez Aero Services Jul 01 – Jul 31, 2026 August 30, 2026 $595.00 Paid

An issued invoice is frozen. A mistake is corrected by voiding it or issuing a credit, never by quietly amending a document the client already has.

Rate card

Client company Charged Rate Re-examination In force since
Ramirez Aero Services Per examination $85.00 $45.00 January 01, 2026
Gulfstream Line MRO Per examination $90.00 $45.00 March 01, 2026
Coastal Rotor Works Per examination $85.00 $45.00 January 01, 2026
Halcyon Turbine Per inspector examined $75.00 $40.00 January 01, 2026
Midway Composites Monthly retainer $450.00 Included February 01, 2026
Sunport Avionics Not set — — —

Changing a rate closes the old agreement and opens the new one on the date you choose. Work already determined keeps the rate that was in force on the day it was examined.

Your invoice details

These appear on every invoice you issue. They are the only fields the Account Owner attribute lets you edit.

What the client sees

A Company Administrator can open an invoice addressed to their own company once you have issued it. They never see a draft, never see your rate card, and never see another client's billing.

Invoice
INV-2026-00019
Billed to
Coastal Rotor Works
Period
Aug 01 – Sep 08, 2026
Examinations
5
Amount
$425.00
Due
October 05, 2026
Status
Issued
Issued by
J. Perez — AMSNDT

An invoice lists the record number, the inspector, and the date of each examination charged. It never carries a result, a determination, or any clinical detail.