Select Create invoice or Create invoice and add payment if the client has already paid.Click Manage next to the uninvoiced appointment.If you're reviewing a client's Billing page and see that an appointment is missing an invoice, you can create one directly from this page. Creating an invoice from a client's Billing page Note: Partially paid invoices won't be marked as Paid. Once the client has made the correct payment, the invoice will get marked as Paid. Your invoice will appear with all outstanding appointments listed and you can edit it as needed. If you've decided to generate invoices monthly or manually, you'll want to periodically create an invoice of all uninvoiced appointments. Creating an invoice from a client's Overview page Note: If you manually create invoices for an appointment, a duplicate invoice won’t be created for that appointment, even with automatic invoicing set up for your practice. If you'd prefer to view and customize the invoice before applying payment, you can click Create Invoice. For more information on adding a payment, see Navigating client payments. This will generate the invoice and prompt you to add the payment. Select the correct appointment in the calendar.If you collect payment and record it at the time of an appointment, you can add a payment and generate an invoice at the same time from the Calendar flyout. Creating an invoice from the Calendar flyout We advise that these options are only used for practices with complex billing workflows. You also have the option to manually generate invoices or set them to auto-generate on a monthly basis. As a best practice, we recommend keeping this setting as is so that invoices are generated regularly for your clients. With this setting, an invoice will be created overnight if a client has been seen for an appointment. (Only recommended for practices with complex billing workflows)īy default, invoices are set to automatically generate on a daily basis. Monthly: Automatically create invoices on the first day of each month.Daily: Automatically create invoices at the end of each day.From here you can select the option that's right for your practice: You can manage your invoice generation settings by navigating to Settings > Billing and Services. Once an invoice is generated, the Uninvoiced amount transfers to the Client Balance, giving a record of what your client owes. Important: Until an appointment is invoiced, it's considered Uninvoiced. There are several ways to create invoices, and you have the flexibility to handle these processes automatically or manage them manually as needed. Adding appointment descriptions to invoices.Note: For more information about the billing process, see Using the client Billing Overview page. This guide covers how invoices will be used to track client balances. Invoices indicate when there’s a balance due for a client, and outlines the amount they owe for services or products rendered. Creating an invoice is the first step for billing your clients.
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