Invoicing, payments and purchases
Everything you need to know to keep your finances in order
47 articles
FAQs about Invoicing, payments, and purchasesFrequently asked questions about Invoicing, payments and purchases!
Create an invoiceRaise an invoice from a calendar appointment or directly from a client's file.
Linking Invoices to Appointments
Quantity invoicingRaise an invoice that has the quantity amount for correct billing
Exporting and Importing MYOBYou can export and import data into MYOB
Item numbers and service types for invoicesAdd, edit and delete service types for your invoices
Invoice an InsurerMake a standard invoice for third party providers
Apply a payment to an invoiceApply and edit a payment to an individual invoice
Invoice a private health fundMake a standard invoice for private health fund for easy claiming
Raising credits and refundsManaging refunded invoices and raised credits in coreplus
Stockable ItemsCreate a stockable item
Unlock an invoiceEdit a locked invoice or multiple locked invoices all for the same client
Other things to do with an invoiceEdit, preview, print, PDF email or delete an invoice
FAQ | Invoicing, payments and purchasesFrequently asked questions related to invoicing and payments
Appointment to invoice creatorMaking batch invoices through the appointment creator
Combine and print multiple client invoicesCombine a client's invoices into one or print out a selection of invoices for a client
Batch invoice payment for a clientApply a batch payment to a client's outstanding invoices
Batch invoice payment for multiple clientsApply a single payment from an insurer or third party to multiple clients
Print or pay batch invoicesProcess batch invoices after they have been created
SMS outstanding accountsThis is a useful feature which allows your practise to send out SMS reminders to accounts with outstanding invoices
Selecting preferred payment methodsSet your preferred payment methods to apply to future invoices
Appointment cancellation rulesAutomatically raise an invoice or notify staff when a client's appointment is cancelled
Set up an invoice print templateControl the look and feel of your invoice printouts
Setting up QuotesSee how to create quotes to send to your clients in coreplus
Invoice populatorDetails on how to use and add different populator templates.
Adding WagesAdd wages into coreplus to help with reporting at the end of the financial year
Write Off Bad DebtEasily manage your accounts for non payment
Create a purchase categoryPurchase categories are used to group together different purchases based on the needs of the practice
Add a purchasePurchases made for the practice can be recorded and categorised to help with organising inventory, finances or taxes
Create and loan an assetCreate assets, loan out equipment, and manage your overdue loans
Pair your terminal with coreplusConnect and sync up your Tyro Health terminal with coreplus
Getting Started with Tyro HealthEnable your Tyro Add On
Reverse/Refund a Tyro Health EFTPOS paymentReverse or refund an EFTPOS payment back onto the client's card
Process a Tyro Health health fund claimProcess a private health fund claim through your Tyro Health terminal
Balancing out an overpayment (Tyro Health)Learn how to balance out the payment if you take an overpayment via Tyro Health
Cancel a Tyro Health health fund claimCancel a private health fund claim that was processed through your Tyro Health terminal
Take a Tyro Health EFTPOS paymentApply a Tyro Health EFTPOS payment to an individual invoice
Getting started with Pin PaymentsEnable the Pin Payments add-on for your patients to pay their invoices online.
Initiate an online payment with Pin PaymentsProcess an online payment on behalf of a client.
Send Pin Payments linkInitiate a Pin Payments so your clients can pay their invoices online.
Pin Payments card storageSave your clients card details with Pin Payments to process online payments. Remove card details if no longer needed.
Refund/Reversing a Pin PaymentProceeding with a pin payment refund or reversal on an invoice
Getting started with XeroEnable and sync your Xero Add On
Xero Sync MethodsDetermine which sync method better suits your business needs
Enable client details to sync with XeroAllow your client's details to feed through to your Xero account
Troubleshooting XeroFind solutions for common Xero sync errors
Xero FAQsFrequently asked questions related to our integration with Xero