How do I create an invoice for a one off item?
If you wish to create an invoice for a one off item, such as a piece of rehabilitation equipment, you can do this using the expense feature.
To create an expense and invoice it:
Option 1
- Select the client
- Click on Create **-> **Invoice
- Using the blue checkboxes, untick all appointments/expenses (if there are any to invoice)
- Then click on the Add New Expense button at the bottom of the screen:
- Specify the details of the expense, including the name and price, and click Save Expense:
- You will be taken back to the 'Create Invoice' screen, where the new one off expense item will be ticked for you
- Click on the green Generate Invoice button and follow the normal invoicing procedure from here.
Option 2
- Go to Create -> Expense
- This will take you to the 'Log an Expense' screen, where you can add details for the item. Press Save Expense when you're happy.
- Head to Create -> Invoice and you will see your new expense item listed.
- Untick all other appointments and expenses listed and click Generate Invoice
- Complete the 'Invoice Details' screen and press Save Invoice.
Updated on: 17/07/2024
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