Attaching Devices to Invoices
Attach a device (such as a hearing aid) from a patient's record to a new or existing invoice so you can bill for it.
Prerequisites
The device appears in the patient's Devices section under Hearing Aids and is currently active.
The device links to an inventory item. Legacy or manually entered devices without an inventory connection do not support this feature.
The device does not already belong to an invoice. Each device can only attach to one invoice at a time.
Instructions
Open the patient's record.
Select Hearing Aids from the left navigation menu.
In the Devices section, find the device you want to attach to an invoice.
Click the three-dot menu (⋮) on the device card.
Select Attach to Invoice.
The Attach to Invoice dialog opens. Confirm the device details shown under Device, including the device name, ear side (if applicable), and serial number.
From the Invoice Options dropdown, choose one of the following:
New Invoice (selected by default): Creates a new draft invoice for this patient with the device as a line item.
Existing Invoice: Attaches the device to an invoice that already exists for this patient. A list of the patient's invoices appears below the dropdown. Select the invoice you want.
Future Fitting Invoice: Attaches the device to a draft invoice reserved for a future fitting appointment.
(Optional) From the Device Status dropdown, select a new status for the device. The default selection is No change, which keeps the current status. Available options include To be Ordered, Order Submitted to manufacturer, Shipped from manufacturer, Accepted by Clinic, Ready for Delivery, and Delivered to Patient.
Review the Price field. It pre-fills with the device's list price. You can adjust it, but the price cannot be negative.
Click Submit.
Expected Result
A confirmation message ("Product attached to invoice") appears at the bottom of the screen.
The device card now displays a link to the attached invoice.
The Attach to Invoice option no longer appears in the device's action menu.
If you chose New Invoice, a new draft invoice appears in the patient's Billing section.
Troubleshooting
Error: "PatientProduct is already assigned to a sale item"
The device already belongs to an invoice. Each device can only attach to one invoice. Check the device card for an invoice link to locate the existing invoice. If you need to move the device to a different invoice, contact your administrator or Suno support for help reassigning it.
Error: "Price cannot be lower than [X]% off the list price"
The price you entered falls below the minimum your practice allows. Enter a higher price, or ask an administrator to review the maximum discount setting for your practice.
The "Attach to Invoice" option does not appear in the action menu
This happens for one of the following reasons:
The device already belongs to an invoice. Look for an invoice link on the device card.
The device does not link to an inventory item. Legacy or manually entered devices without an inventory record do not support this action.
The device is inactive. Only active devices in the Devices section can attach to invoices.