Invoicing, payments and purchases

Everything you need to know to keep your finances in order

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36 articles in this collection
Written by Diana Younan, Andreas Papastergiadis, Lachlan Cox and 2 others

Invoicing basics

Create an invoice

Raise an invoice from a calendar appointment or directly from a client's file.

Written by Andreas Papastergiadis
Updated this week

Item numbers and service types for invoices

Add, edit and delete service types for your invoices

Written by Diana Younan
Updated this week

Apply a payment to an invoice

Apply and edit a payment to an individual invoice

Written by Andreas Papastergiadis
Updated this week

Raising credits and refunds

Managing refunded invoices and raised credits in coreplus

Written by Ida
Updated this week

Unlock an invoice

Edit a locked invoice or multiple locked invoices all for the same client

Written by Andreas Papastergiadis
Updated this week

Other things to do with an invoice

Edit, preview, print, PDF email or delete an invoice

Written by Andreas Papastergiadis
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

This is a useful function in coreplus which allows users to create batches of invoices based on client appointments

Written by Lachlan Cox
Updated this week

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 Andreas Papastergiadis
Updated this week

Batch invoice payment for a client

Apply a batch payment to a client's outstanding invoices

Written by Andreas Papastergiadis
Updated this week

Batch invoice payment for multiple clients

Apply a single payment from an insurer or third party to multiple clients

Written by Andreas Papastergiadis
Updated this week

Reprint or pay batch invoices

Process batch invoices after they have been created

Written by Ida
Updated this week

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 this week

Invoicing templates and settings

Selecting preferred payment methods

Set your preferred payment methods to apply to future invoices

Written by Lachlan Cox
Updated this week

Appointment cancellation rules

Automatically raise an invoice or notify staff when a client's appointment is cancelled

Written by Ida
Updated this week

Set up an invoice print template

Control the look and feel of your invoice printouts

Written by Lachlan Cox
Updated this week

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 this week

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 this week

Create and loan an asset

Create assets, loan out equipment, and manage your overdue loans

Written by Lachlan Cox
Updated this week

Tyro

Pair your terminal with coreplus

Connect and sync up your Tyro terminal with coreplus

Written by Lachlan Cox
Updated this week

Reverse/Refund a Tyro EFTPOS payment

Reverse or refund an EFTPOS payment back onto the client's card

Written by Lachlan Cox
Updated this week

Reassign a Tyro payment to another invoice

Transfer a Tyro EFTPOS payment to another invoice

Written by Lachlan Cox
Updated this week

Process a Tyro health fund claim

Process a private health fund claim through your Tyro terminal

Written by Lachlan Cox
Updated this week

Cancel a Tyro health fund claim

Cancel a private health fund claim that was processed through your Tyro terminal

Written by Lachlan Cox
Updated this week

Take a Tyro EFTPOS payment

Apply a Tyro EFTPOS payment to an individual invoice

Written by Lachlan Cox
Updated this week

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 this week

Initiate an online payment with Pin Payments

Process an online payment on behalf of a client.

Written by Lachlan Cox
Updated this week

Send Pin Payments link

Initiate a Pin Payments so your clients can pay their invoices online.

Written by Lachlan Cox
Updated this week

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 this week

Refund/Reversing a Pin Payment

Proceeding with a pin payment refund or reversal on an invoice

Written by Melissa
Updated this week

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 this week

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 this week

Xero

Getting started with Xero

Enable and sync your Xero Add On

Written by Diana Younan
Updated this week

Enable client details to sync with Xero

Allow your client's details to feed through to your Xero account

Written by Lachlan Cox
Updated this week

Troubleshooting Xero

Find solutions for common Xero sync errors

Written by Ida
Updated this week

Xero FAQs

Frequently asked questions related to our integration with Xero

Written by Lachlan Cox
Updated this week