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Overview

bLIS includes a built-in invoicing system that generates invoices for completed test orders. Invoices can be created automatically on a schedule or manually as needed, and can be exported to PDF or Excel formats.

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How Invoicing Works

1

Tests are completed

As test orders are finalized within accessions, they become eligible for billing.
2

Invoice is generated

bLIS groups completed test orders into invoices based on your lab’s billing configuration. Invoices can be generated automatically on a schedule or created manually.
3

Review and distribute

Invoices can be reviewed, exported as PDF or Excel files, and sent to the appropriate billing contacts.

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Split Billing

bLIS supports split billing for accessions that involve multiple organizations. For example, if a client organization orders tests but a different organization is responsible for payment, the invoice can be directed accordingly.
Split billing rules are configured by your lab administrator. If you have questions about how billing is routed for your organization, contact your lab manager.

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Exporting Invoices

Invoices can be exported in two formats:
A formatted PDF document suitable for printing or emailing to clients. Includes line items, totals, and organization details.

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Accession billing

You can control billing at the accession level. Each accession shows its billable test orders and panels with their prices. From the accession detail view:
1

Open the actions menu

Click the actions menu (three-dot icon) in the accession header.
2

Select edit billing

Hover over Edit, then select Edit billing.
3

Review line items

The billing panel shows each test order and panel with its price. Select or deselect items to include or exclude them from invoicing.
4

Save

Click Save to apply your billing changes.
Use the Invoice this client toggle to quickly include or exclude all line items for the accession’s client organization. The total at the bottom updates as you adjust selections.
Editing billing is available to lab managers only.

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Viewing invoices

Lab administrators can view all invoices for a client organization from the Admin section:
  1. Navigate to Admin > Clients
  2. Select a client organization
  3. Open the Invoices tab
Each invoice shows its ID, generation date, and a link to view or download the document. A Preview next invoice option shows what the next generated invoice will contain based on current unbilled test orders.

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Key fields

FieldDescription
Invoice IDUnique identifier for the invoice
Created dateWhen the invoice was generated
OrganizationThe organization being billed
Line itemsThe individual tests and panels with their associated charges
TotalSum of all non-excluded line item prices

Reports

Learn about generating test result reports.

Accessions

Understand the accessions that invoices are generated from.