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.

You can create an expense item for absolutely anything! If you sell items in your clinic/practice/shop, this is perfect for that. Did you know? To speed up this whole process, you can create expense templates -> read all about how to do that here.

Updated on: 17/07/2024