Invoices

How do I add recurring notes to an invoice?

There isn't a way to add recurring notes to an invoice.

How do I move a paid invoice to a different appointment?

It's not possible to change the appointment which an invoice is associated with. You would need to delete the invoice, and then add it from the appointment you would like it attached to.

Can I add services from different days in the same invoice?

Yes, you can add as many items on an invoice as you like. However, keep in mind that invoices can only be associated to 1 appointment at a time, but this doesn't restrict you from adding more services to that invoice.

Can I add multiple invoices to one appointment?

It's not possible to add multiple invoices to one appointment.

Is there any way to not show the length of treatment time on invoices?

If there is a treatment time on the service on the invoice, then it is displayed. This is a receipt requirement in most regions.

Is there a way to automatically send an invoice via email once it is created?

An invoice is not automatically sent once it is created. It is a feature in our roadmap but there is no ETA.

Are invoices sent automatically?

Invoices are not automatically sent to patients, you must click "Send Invoice". This is on our roadmap.

Is there a way to set up a separate email for a patient for billing purposes?

No, patients only have 1 email for communication.

Are receipts sent automatically after payment?

No, receipts are not automatically sent upon adding a payment.

How do I notify clients about overdue invoices?

You would need to open the invoice and email the receipt again.

Are there options or ability to adjust the layout of how the invoice?

No, Noterro does not have a feature that allows you to adjust the layout of the invoice.

How do I combine invoices?

You cannot merge invoices.

How do I change the invoice template?

It's not possible to change the layout of the invoice.

Is there a way to filter for unpaid invoices in the billing section?

No, but you can generate an Account Receivable Report under the Report section.

Can I retrieve a deleted invoice?

No, deleted invoices are permanent.

Is it possible to apply a payment from one client to another client's invoice?

It's not possible to apply a payment from one client to another client's invoice.

Is it possible to set up multiple emails for patients to receive reminders and receipts?

But patients cannot have multiple emails for receiving reminders and receipts.

How do I automatically generate an invoice after each appointment?

You have to manually add an invoice after each appointment.

How do I get the product description to print on the invoice?

There is no way to have the product description printed on the invoice.

Can you add repeat appointments into one invoice?

No, you can only add one invoice to one appointment.

Can I customise the invoice layout?

The invoice template in Noterro cannot be changed or edited.

Can I change the word Invoice to Tax Invoice on my invoices?

Noterro does not currently offer the option to change the word "Invoice" to "Tax Invoice" on invoices. The terminology used on invoices is standardized within the platform.

Is there a way to bring all unpaid invoices to the top of the invoices list?

Yes, from the billing page, you can click the balance column header and it will sort by the balance.

Is there a way to add time as a credit in the billing section?

In Noterro, you cannot add time as a credit in the billing section. Credits in the billing section are typically monetary and can be applied to future invoices or services.

Can I recover a deleted invoice?

Once an invoice is deleted in Noterro, it cannot be recovered.

Is there a way for an invoice to be resent automatically if it is not paid in a certain timeframe?

Noterro does not currently support the automatic sending of invoices if they are not paid within a certain timeframe. You would need to manually resend the invoice to the patient if it remains unpaid.

Can I mass export invoices to CSV?

No, you'll need to contact support@noterro.com for a bulk request.

How can I automate follow-up emails with invoices?

Noterro does not currently support the automation of sending follow-up emails with invoices.

How can I make the PAID stamp font larger on the invoice?

The invoice can’t be customised for layout or font size. That means the PAID stamp font size isn't adjustable.

Can I switch the patient on an invoice?

Once the invoice is created, there is no way to switch or change the patient's name.

Is it possible to remove duration from the invoice?

No. If a service on the invoice has a treatment time, it will be displayed on the invoice.

How do I add a booking link to an invoice?

There isn't a built-in option to place a booking link directly on the invoice template in Noterro. However, you can add your online booking URL to the clinic’s footer note or payment note you manually type when editing an invoice before sending/printing.

Is it possible to show upcoming appointments on invoices by default?

Not by default. When printing an invoice, you can toggle “Show Upcoming Appointments” on for that invoice, but there isn't a setting to have it enabled automatically for all invoices.

Is there a way to bulk add invoices for all appointments booked?

There is no way to add invoices for all appointments in bulk. You will need to add invoices per appointment or add all appointments to one invoice.

Is there a link in the invoice for customers to click so they can pay it online?

There is no link to send to your patients. Patients can pay for outstanding invoices through the Portal.

Can I remove or change invoice numbers on receipts?

In Noterro, you cannot remove or change invoice numbers on receipts. Invoice numbers are automatically generated and assigned by the system to ensure accurate record-keeping and auditing.

How do I attach an invoice created in billing to an appointment?

In Noterro, once an invoice is created separately from an appointment, there isn't a direct way to attach that invoice back to an appointment. Invoices and appointments are typically linked when the invoice is created directly from the appointment itself.

Can I add services descriptions to the receipts?

In Noterro, you cannot add service descriptions directly to the receipts. The receipts typically include basic information such as the service name, date, and amount.

How do I add images to the invoice?

In Noterro, you are unable to add images to your Invoice. However, if you upload your logo to your account, it will be shown on your Invoice.

If I delete a class and someone paid for it online, are they automatically reimbursed?

Noterro does not do automatic refunds. You would need to refund the Patient manually.

Can I preview a sample receipt?

Noterro does not have an option to see a sample of a receipt; however, once an invoice is created, you can download the invoice and view it.

Can I attach an existing invoice to an existing appointment?

No, you cannot attach an existing invoice to another existing appointment.

How can I import my product price list rather than creating each item individually?

If you are looking to import a list of products, we can help if you email support@noterro.com with an Excel spreadsheet of your list of products.

I don’t see duplicate options for invoice?

Noterro does not have a duplicate option for Invoices.

Can patients be asked to add or adjust services prior to automatic billing?

In Noterro, there isn't a feature that allows patients to add or adjust services prior to automatic billing. Any changes to services or billing would typically need to be managed by the clinic staff. If you want to make adjustments to a patient's services or billing, you would need to do so manually through the administrative interface.

Can I print all of a patient's invoices in one consolidated bill?

Noterro does not support printing all patient invoices in a single consolidated bill. However, you can print individual invoices for each patient.

Is there a way to print a services price list?

Noterro does not have an option to print a list of the clinic's services.

Can clients access and print receipts directly from app?

Clients cannot access and print receipts directly from the Noterro app. Receipts need to be sent to clients by the clinic staff. Once a payment is input, you can manually send the receipt via email through the system. Clients can then print the receipt from their email if needed.

How do you make an invoice template?

Noterro does not have an Invoice template. Instead, the Invoice is autopopulated with information from your Noterro Account. The invoice will include details about your clinic information, Patient information, Service name with the amount and the Practitioner who performed it. The invoice will also include the Practitioner's signature and ID.

Is there a report that shows which appointments do not have invoices assigned?

You can generate an Events Report and add a column for Invoices.

If the card is already stored under one spouses account, can I use that stored card for the other spouses invoice?

To use a partner's credit card on their own profile, the Admin will need to add that card to the other profile.

Will patient receive invoice with remaining balance after paying deposit?

The Patient will receive an invoice if a staff member sends it to the patient or they view it on their Portal.

How can I display only one related professional registered ID on invoice?

If a practitioner enters multiple professional IDs, all of them will appear on the invoice. You cannot limit to a certain ID.

How do I create an invoice template?

There is no template for invoices; it is auto-populated with the information from your clinic address, Patient information and the service the patient has booked.

How do I take reg number off the no-show/cancellation invoice?

To remove a registration number from an invoice, you would need to edit the invoice and remove the practitioner. This will take off their license number.

How do I change client‘s address on old invoice?

You can update a client's address directly within their client's profile. Once the profile has been updated, the new address will automatically reflect on both future and previous generated invoices.

Is the post-appointment follow-up email a paid add-on?

The follow up emails are part of the plus and max plan with no added cost.

How do I send an invoice with a payment link?

In Noterro you are unable to send an invoice with a payment link. To allow your patients to pay for outstanding balances, you need to enable the billing feature in the Web Portal and App.

When a customer pays in the web portal is the invoice created?

Payments to existing invoices in the portal do not create new invoices; however, new appointments booked in the portal do create invoices if a payment is required to book.

Is it possible to get one invoice that shows what I paid for Noterro in 2025?

You can find your Noterro Invoices under the Subscription Page.

How do I get it to say my business name on a receipt?

Once you have set up the General settings with your Business name and Logo, this will show up on the invoice.

How do I add multiple discounts to an invoice?

You can only add one discount per service or product. If there are multiple services or products on the invoice, then you can continue adding discounts to those items.

Can you set up outstanding invoices to be sent out automatically?

You are unable to automatically send invoices. You need to manually send our Invoices.

How far back can a client see their billing history?

Billing History is unlimited.

How do I show paid stamp on invoice?

Invoices are shown as Paid after the clinic records the payment and clicks the pay button.

How can you send multiple appointments on one invoice?

Noterro does not support merging or combining multiple appointments into a single appointment, and each appointment remains separate for scheduling, charting, and billing.

Can pricing be set at a different location?

Yes, price can be different at a second location. The admin can set separate pricing for the same service at each location. This feature is available on the Plus or Max plan.

How do I export several invoices at one time?

You can only export one invoice at a time.

Can I create an invoice for an amount that I owe another party, instead of an amount that's owed to me?

Invoices in Noterro are for amounts owed to the clinic, not for amounts the clinic owes to another party.

Can I link an invoice and receipt to a specific appointment after a payment has already been made?

No. Once an invoice has been created independently, it cannot be linked to an appointment afterward. To ensure the invoice and receipt are tied to a specific appointment, the invoice must be created directly from that appointment before payment is made.

Why is the refund not showing on the invoice?

A refund may not show on an invoice if the invoice price is not adjusted after the refund, especially for partially used or cancelled packages or memberships. Adjusting the invoice price balances it and marks it as paid, ensuring the refund reflects correctly on the invoice.

Can you filter invoices by practitioner?

No, you cannot filter invoices by practitioner.

Is there a symbol that indicates a session has been paid?

No, there is no symbol used to indicate a paid session. Instead, the word “PAID” will be displayed when a session has been successfully paid.

How do I make an invoice say that it is for a missed appointment?

To make an invoice say it is for a missed appointment, create the invoice and type "No Show" in the note field. You can do this from the Patient Profile page or from an existing Appointment, then add the missed service and adjust details like treatment date and practitioner as needed.

Can I preset a message in receipts sent to patients?

No. Receipts do not support preset messages. However, you can add custom messages to invoice footers and customise patient notification templates.

Can I create a quote or estimate in Noterro?

No. Noterro does not have a feature for creating quotes or estimates.

How to unlink an invoice from an appointment?

Once an invoice is added to an appointment, there is no way to unlink it.

How can I change the delivery time for invoices? 

The delivery timing for invoice and receipt notifications is set to Instant and cannot be changed or scheduled. While you can fully customise the template content, the system does not support automatic scheduling for a later time.

How to show tax on an invoice? 

To make a service taxable on invoices, the Admin must enable the clinic tax in the billing settings. Practitioners can also add and enable their own tax numbers in their profiles. This ensures the tax is applied and displayed on invoice items for services provided by the clinic or practitioner.

How do I find a record of emailed invoices?

We don’t have a specific report of a feature, but you can view the patient's Notification Logs to see the status of all emails sent, including invoice emails, with details like Sent, Delivered, or Bounced.

Can I find an invoice using a transaction date?

To look for an invoice using the transaction date, go to your billing page and adjust the date filter next to the Add Invoice button. You can select a Custom Range to pinpoint a specific date or time frame. Once you apply the filter, all transactions and generated invoices from that period will be displayed on your billing page. 

Can I change an invoice after it’s been created? For example, can I adjust the price?

The invoice template cannot be changed or edited. Pricing details are based on the service price at the time the appointment was booked. If prices change after booking, decide whether to keep the current price or switch to the updated pricing when creating the invoice.

How do I add an additional email address to send Invoices to?

It is not possible to add an additional email address to send invoices to, as patients only have one email for communication in the system.

How can I delete a same-day invoice?

To delete a same-day invoice, ensure you act within 24 hours, as only Administrators can modify it after that. For credit card, cash, or account credit payments: delete the transaction first, then the invoice. For insurance payments: delete the Explanation of Benefits first, then the invoice. This process ensures proper deletion.

I sent an invoice, but receiver said there's no link to pay.

That’s expected; invoices emailed from Noterro do not include a direct payment link. Patients can pay outstanding invoices through the Portal. If needed, you can direct the patient to log in to the Portal to view and pay their outstanding invoice.

How to tell if the invoice was emailed?

You can click on the receipt and scroll to the bottom of the window. There, they'll find the "Last Sent" section, which shows the date and time the receipt was most recently emailed.