Orders overview

Orders in the HearLink system allow you to track hearing aid purchases, accessories, and services for each patient. Orders can be created, edited, managed, and even converted into invoices directly from the patient dashboard.

In this section, we’ll cover how to view, create, and manage orders across the system, including invoice specific workflows.

What you can do in Orders?

From both the global Orders tab and the patient dashboard, you can:

• View all orders in the organisation.
• View a specific patient’s orders.
• Create a new order or invoice.
• Edit or delete an existing order.
• Generate stock from an order.
• Generate a fitting receipt.
• Cancel or write off an order.
• View the invoice PDF.
• Track payment statuses such as Open, Partially Paid, Paid, Cancelled or Written Off.

Invoice Workflow

When creating a new order, you’ll have the option to choose between a Classic order (deprecated) and a newer Invoice method. We recommend using Invoice, which offers:

• More structured breakdowns (items, payments, notes).
• Integrated declarations.
• Optional confirmation emails.
• Better visibility in both Orders and Transactions.

Each section of the Invoice form has its own supporting guide, including:

• Invoice details.
• Invoice items.
• Immediate payment.
• Declarations.
• Note and footer.
• Confirmation email.