Creating invoices is quick and easy! The best way to ensure that the invoices you create reflect the proper details of an appointment (the date and the practitioner, for example) is to create them through the calendar. Otherwise, you can also create an invoice manually from scratch. Here's how!

In order to auto populate all of the relevant patient, booking, and billing details onto your invoices, on the Appointments page, find the patient/appointment that you want to create the invoice for, and click on it:

A pop-up box will display with the appointment details. Click the Add payment button:

This will bring you to a page for the new invoice, and many of the relevant fields will already be automatically populated with information:

If you need to change anything on the invoice, you can do so at this time (by adding extra patient information, notes, additional billable items or products, etc.).

To save the invoice, click the Create invoice button, and then you'll be able to enter payment (either now, or later on!). Head over here to learn how to pay an invoice. Depending on your security role, you can also edit an invoice later, if need be!

If you’d like to create an invoice without auto populating information from a patient's booking, you can do this directly from the Invoices page. This gives you full control over which details are added.

To do this, from the Invoices page, select "Add invoice":

This will bring you to a page for the new invoice:

The only fields required for an invoice are:

If you would rather pre-populate this information on your invoices, we recommend creating the invoice from the Appointments page instead.

To save the invoice, click the Create invoice button, and then you'll be able to enter payment if needed.

Need to grab a summary of all (well, at least more than one!) invoices for a patient? An account statement will do the job!