Whether you’re settling accounts with clients or maintaining a clear record of services rendered, creating precise invoices is paramount. In coreplus, we’ve streamlined this process, allowing you to generate invoices seamlessly. You have two convenient options: crafting invoices directly within a client’s file or initiating them from the client’s appointment on the calendar. In this guide, we’ll explore both methods, ensuring that your reconciliation efforts are efficient and error-free.
Create an invoice from a calendar appointment
1. From the calendar, right-click on the invoice icon then click on Create Invoice
2. Select a Print Template, and fill out the Consultation Information section
3. Enter the billing information by typing out the item code and selecting the relevant service type
4. If the client has paid, apply the payment to the invoice. This can be done by clicking on Payment \ Auto Assign or the $ button, entering notes as required, then click Save Invoice or Print & Save Invoice
🛑 Make sure you have an invoice template, provider number and service type added before you create your first invoice.
💡 If you want to change the invoice recipient to a family member, employer or insurer you will need to add these contacts into the client's file before proceeding.
You can also right-click on the appointment and select Create an invoice.
Invoice notes will appear on the printed invoice whereas personal notes will not be printed on the invoice.
Create an invoice from a client's file
1. From the client's file, click on Invoicing
2. Click on Create Invoice, fill out the invoice details, then click Save or Print & Save Invoice
🚀 Did you know that our add-on Xero allows you to easily reconcile all of your payments and invoices?
Invoice Recipients
Below is the list of recipients available in coreplus for invoicing
1. Client
2. Client Insurer
3. Client Employer
4. Client Referrer
5. Treater
6. Client Lawyer
7. Family Member
8. Medicare
9. Site
Please let us know if you have any questions and don't forget to rate this help article below so that we can continue to improve our support to you!