Make reconciliation easy by creating accurate invoices. Invoices can be created from within a client's file, or directly from the client's appointment on the calendar. 

This article includes:

1. Create an invoice from a calendar appointment

2. Create an invoice from a client file

 


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


See similar articles regarding invoicing and payments :


📝 Adding a payment to an invoice.
📝 Apply a Tyro payment to an invoice.

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