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 over a week ago

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 Andreas Papastergiadis
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 Andreas Papastergiadis
Updated over a week ago

Other things to do with an invoice

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

Written by Andreas Papastergiadis
Updated over a week ago

Invoicing and payment FAQs

Frequently asked questions related to invoicing and payments

Written by Lachlan Cox
Updated over a week ago

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 over a week ago

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 over a week ago

Batch invoice payment for a client

Apply a batch payment to a client's outstanding invoices

Written by Andreas Papastergiadis
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 Andreas Papastergiadis
Updated over a week ago

Reprint or pay batch invoices

Process batch invoices after they have been created

Written by Maeve McNelis
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 when a client's appointment is marked as no show

Written by Andreas Papastergiadis
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

Take a Tyro EFTPOS payment

Apply a Tyro EFTPOS payment to an individual invoice

Written by Lachlan Cox
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

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.

Written by Lachlan Cox
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

Xero Sync Methods

Determine which sync method better suits your business needs

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 Maeve McNelis
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