Articles on: Invoicing & Payment

How do I charge for an item (not an appointment)?

To charge for an item follow these steps:

Click on Create -> Expense

Enter the details of the item:

To enable you to quickly log this particular item again without having to re-enter the details, you can tick the box next to Save This As Template. The details will be saved as a template, which can then be selected from the Use A Saved Template dropdown for future use with any patient:

Click the Save Expense button

You are then able to generate an invoice for that item by going to Create -> Invoice. Make sure the blue checkbox next to the item is ticked to include it in the new invoice

When you are happy with the contents of the new invoice, click the green Generate Invoice button at the bottom of the page

Updated on: 07/02/2023

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