Set up invoices

Automatically include specific information on your invoices.

Rachel Harkness avatar
Written by Rachel Harkness
Updated over a week ago

Looking to customise the information displayed on your invoices for your patients and update your invoice template in Cliniko? We've prepared a quick reference sheet that outlines the various types of information that can be preloaded onto your invoice and where to edit these details in Cliniko:

Within Cliniko, all you need to do is input the details for each business or patient once, and you're done—no need to worry about typing the same information on every invoice in the future 🎉!

Additional guides for updating each invoice setting:

Still have questions, or can't figure out why certain information is missing or displaying on your invoices despite all of the above looking like it's been set up correctly? Our support team is happy to help. Just send us a message! 💬

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