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Creating an invoice

Ryan
  • Updated

To process and document transactions, you need to create an invoice beforehand. There are a few ways to create an invoice in Noterro.

Method One: Add Invoice from the Navigation Bar 

  1. Click on "Add New" in the navigation bar.
  2. Click on Invoice.
  3. Type in the Patient’s name and click Add Invoice.
  4. Add a Product or Service.
  5. You can add Practitioner, Date of Treatment, Discount and Tax.
  6. Click on Finish.

Method Two: Add Invoice from the Patient Profile Page 

  1. In the Patients header or Search in the navigation bar, find your Patient.
  2. Click on the Billing tab.
  3. Click on Add Invoice.
  4. Add a Product or Service.
  5. You can add Practitioner, Date of Treatment, Discount and Tax.
  6. Click Finish.

Method Three: Add Invoice from an Appointment

  1. Click on an existing Appointment from the Calendar.
  2. Click on Add Invoice.
  3. The button will be replaced with an Unpaid icon.

Important Note: The invoice template cannot be changed or edited. Pricing details are reflected based on the service price displayed when the Patient booked the appointment. If prices change after the appointment is booked, you should indicate whether to keep the current price or switch to the new pricing when creating the invoice. 

 

 

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Comments

4 comments

Date Votes
  • Julie Maynard

    Is there a way to have the tax pre-assigned to the service? I am a single therapist clinic so the tax applies on every treatment. Less clicks would be awesome :)

    0
  • Ryan

    Agreed!  We actually have auto-selecting tax coming in a future update (likely next week).  You don't have to set the tax rate, it will learn over time.

    0
  • Marcel Rawlings

    In Australia we have to put our ABN and Health provider numbers on the invoice. Is there somewhere i can do this or do i need to put it in the notes every time i create an invoice? Thanks

    0
  • Ryan

    You can put in the ABN (login as admin) by clicking on the gear icon (top right header), and under the Clinic Settings heading click on Details.  You can put in your ABN number in the Business Number field.

    You can put in your Health provider number (login in as practitioner) by clicking on the gear icon, and under the User Account heading click on Details.

     

    0

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