How do I invoice another therapist (for example) for room rental?

Set up the therapist as a patient/client in WriteUpp. If you set them up with an email address then you will be able to email the invoice to them

Once you have set them up make sure they are the active client/patient

Then you have one of two options:

Option 1 - With an Appointment Type

Set up an appointment type called Room Booking - 1 Hour (or similar)

Enter the booking in your diary specifying Room Booking - 1 Hour as the appointment type

Click on Create -> Invoice and make sure the room booking appointment is ticked



Generate the invoice

Email the invoice to the therapist

Option 2 - As an Expense

Click on Create -> Invoice and unlike Option 1, you will not see any non-invoiced appointments. All you will see is the Add New Expense button:



Click on the Add New Expense button and you will be able to add the details of the booking as an expense. This option might be preferable if you charge on an hourly basis:



Pressing Save Expense will take you back to the create invoice screen. The new expense will automatically be ticked for you.

When you have finished adding items, click Generate Invoice. As before, once the invoice is complete you can email it to the therapist.

Updated on: 01/02/2023