There are multiple ways to create an invoice.
Method 1: Add Invoice from the Navigation Bar
- Click on "Add New" in the navigation bar
- Click on Add Invoice
- Type in the Patient’s name, and then click on Add Invoice
- Add a Product or Service
- You can add Practitioner, Date of Treatment, and Tax
- Click on Save
Method 2: Add Invoice from the Patient Profile Page
- Click on the Patient’s name from the Patient Profile Page or search in the navigation bar
- Click on the Billing tab
- Click on Add Invoice
- Add a Product or Service
- You can add Practitioner, Date of Treatment, and Tax
- Click Save
Method 3: Add Invoice from an Appointment
- Click on an existing appointment from the calendar
- Click on Create Invoice
- The button will be replaced with an Unpaid icon
Note: The pricing details are pulled from the price of the service, at the time at which the patient booked. If you changed your prices and need future appointments to reflect this new price, let us know.
Comments
4 comments
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 :)
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.
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
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.
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