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Invoicing, payments and purchases
Invoicing, payments and purchases
Everything you need to know to keep your finances in order
+4
38 articles in this collection
Written by
Diana Younan,
Lachlan Cox,
Matthew O'Carroll
and 4 others
Invoicing basics
Create an invoice
Raise an invoice from a calendar appointment or directly from a client's file.
Written by
Matthew O'Carroll
Updated over a week ago
Linking Invoices to Appointments
Written by
Roxanne
Updated yesterday
Item numbers and service types for invoices
Add, edit and delete service types for your invoices
Written by
Diana Younan
Updated over a week ago
Apply a payment to an invoice
Apply and edit a payment to an individual invoice
Written by
Matthew O'Carroll
Updated over a week ago
Raising credits and refunds
Managing refunded invoices and raised credits in coreplus
Written by
Ida
Updated over a week ago
Unlock an invoice
Edit a locked invoice or multiple locked invoices all for the same client
Written by
Matthew O'Carroll
Updated this week
Other things to do with an invoice
Edit, preview, print, PDF email or delete an invoice
Written by
Matthew O'Carroll
Updated this week
Invoicing and payment FAQs
Frequently asked questions related to invoicing and payments
Written by
Lachlan Cox
Updated this week
Batch invoicing and batch payments
Appointment to invoice creator
Making batch invoices through the appointment creator
Written by
Lachlan Cox
Updated yesterday
Combine and print multiple client invoices
Combine a client's invoices into one or print out a selection of invoices for a client
Written by
Matthew O'Carroll
Updated this week
Batch invoice payment for a client
Apply a batch payment to a client's outstanding invoices
Written by
Matthew O'Carroll
Updated over a week ago
Batch invoice payment for multiple clients
Apply a single payment from an insurer or third party to multiple clients
Written by
Matthew O'Carroll
Updated over a week ago
Print or pay batch invoices
Process batch invoices after they have been created
Written by
Ida
Updated over a week ago
SMS outstanding accounts
This is a useful feature which allows your practise to send out SMS reminders to accounts with outstanding invoices
Written by
Lachlan Cox
Updated over a week ago
Invoicing templates and settings
Selecting preferred payment methods
Set your preferred payment methods to apply to future invoices
Written by
Lachlan Cox
Updated over a week ago
Appointment cancellation rules
Automatically raise an invoice or notify staff when a client's appointment is cancelled
Written by
Ida
Updated over a week ago
Set up an invoice print template
Control the look and feel of your invoice printouts
Written by
Lachlan Cox
Updated over a week ago
Purchases and assets
Create a purchase category
Purchase categories are used to group together different purchases based on the needs of the practice
Written by
Lachlan Cox
Updated over a week ago
Add a purchase
Purchases made for the practice can be recorded and categorised to help with organising inventory, finances or taxes
Written by
Lachlan Cox
Updated over a week ago
Create and loan an asset
Create assets, loan out equipment, and manage your overdue loans
Written by
Lachlan Cox
Updated over a week ago
Tyro
Pair your terminal with coreplus
Connect and sync up your Tyro terminal with coreplus
Written by
Lachlan Cox
Updated over a week ago
Getting Started with Tyro
Enable your Tyro Add On
Written by
Wade Bradshaw
Updated over a week ago
Reverse/Refund a Tyro EFTPOS payment
Reverse or refund an EFTPOS payment back onto the client's card
Written by
Lachlan Cox
Updated over a week ago
Reassign a Tyro payment to another invoice
Transfer a Tyro EFTPOS payment to another invoice
Written by
Lachlan Cox
Updated over a week ago
Process a Tyro health fund claim
Process a private health fund claim through your Tyro terminal
Written by
Lachlan Cox
Updated over a week ago
Cancel a Tyro health fund claim
Cancel a private health fund claim that was processed through your Tyro terminal
Written by
Lachlan Cox
Updated over a week ago
Take a Tyro EFTPOS payment
Apply a Tyro EFTPOS payment to an individual invoice
Written by
Lachlan Cox
Updated over a week ago
Pin Payments
Getting started with Pin Payments
Enable the Pin Payments add-on for your patients to pay their invoices online.
Written by
Lachlan Cox
Updated over a week ago
Initiate an online payment with Pin Payments
Process an online payment on behalf of a client.
Written by
Lachlan Cox
Updated over a week ago
Send Pin Payments link
Initiate a Pin Payments so your clients can pay their invoices online.
Written by
Lachlan Cox
Updated over a week ago
Pin Payments card storage
Save your clients card details with Pin Payments to process online payments. Remove card details if no longer needed.
Written by
Lachlan Cox
Updated over a week ago
Refund/Reversing a Pin Payment
Proceeding with a pin payment refund or reversal on an invoice
Written by
Melissa
Updated over a week ago
Openpay
Getting started with Openpay
Enable the Openpay add-on to give your clients the ability to create a payment plan for invoices.
Written by
Lachlan Cox
Updated over a week ago
Paying an invoice with Openpay
Initiate an Openpay payment plan for your clients so they can pay their invoices in installments.
Written by
Lachlan Cox
Updated over a week ago
Xero
Getting started with Xero
Enable and sync your Xero Add On
Written by
Diana Younan
Updated over a week ago
Enable client details to sync with Xero
Allow your client's details to feed through to your Xero account
Written by
Lachlan Cox
Updated over a week ago
Troubleshooting Xero
Find solutions for common Xero sync errors
Written by
Ida
Updated over a week ago
Xero FAQs
Frequently asked questions related to our integration with Xero
Written by
Lachlan Cox
Updated over a week ago