To create an Invoice for a Patient:

Click on the Create button and select Invoice

You will see a list of Appointments and Expenses that you have not yet invoiced for that Patient, and can use the check boxes to tick the ones you want to include on the invoice.
The List of appointments will relate to your Active Patient. The Active Patient can be changed using the 'Switch' icon at the top of the screen alongside the current active patient name:



You can also update the statuses of any of the appointments listed on this screen. If you change any appointments to a status which means that a client is not attending, the appointment will be removed from the list here.

Add any extra expenses that you wish to include on the Invoice by clicking on the Add Expense button (if any)

Once you are satisfied with the Appointments and Expenses that you have selected, click on the Generate Invoice button at the bottom of the screen.

The next step is the Invoice Details page, where you can view and modify information including: Reference, Invoice Date and Due Date, Payable by information, Client Details and Invoice To Details. You'll also see information on the line items added to the invoice.

Selecting the "Payable by" party will add that party's details to the Invoice to fields, taken from the information you have already saved

Client: This will automatically input the Clients Details
Next of Kin: Adds the next of kin details as saved on the client summary
Other: Will allow you to input any other payable by information in the Invoice to fields
Third Parties: If any Third Parties have been added to the client (like an insurer), you will be able to select these here too

Line items can be edited by clicking on the three dots at the end of a row and choosing Edit:



You'll be able to edit the price, tax rate and discount applied to an item, and see the impact on both the item and invoice totals:



Line items can also be removed from the invoice by choosing delete from the menu instead.

Once you are happy with the details and items on your invoice, click on the Save Invoice button

You will then be taken to the finalised Invoice page, where you can print it, email it and/or mark the Invoice as Paid
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