General invoicing overview

General Invoicing Overview

There are three possible ways to access invoices for clients.

1. To invoice a client and navigate to the invoicing page, click on their name on the appointment diary. Once you have ticked off that the patient has arrived, this will bring up the option to go to the invoicing page. It will auto populate the invoice with the appointment service item.

 

 

2. The second way to go to the invoicing page, search for the patient in the patient search tab and once selected you can go to the invoicing tab from there. You can also search by invoice status or date range.

 

3. The third way is to click the invoice tab on the left which will display all your invoices and you can search for a patient there in the search field.