Viewing Mindbody Pass Invoices

Cliniknote will produce invoices for any passes used by your patients to attend Mindbody classes run by active Cliniknote users. To get the best experience, please follow these steps:

1. Ensure to upload your business logo from the Practice settings
2. This step is vital and important if you wish you invoices to display your ABN or Business Tax number / identifier. In Practice Settings, click on your location and scroll down to find the data field to enter your ABN or tax number you want displayed on the invoices.
3. On the ClinikNote sidebar, click on the invoices icon (highlighted pink), then click “Sync Invoices”.
4. Any invoices that are able to be created will appear shortly after once they have been synced with the Mindbody database.
5. Select the invoice required and either download to print as a PDF or email to the client with the email recorded in their file.
6. The invoices can also be viewed for a specific patient via the patient dashboard by clicking on “Invoices” and use the “Sync Invoices” button to update. It will list the invoices for that patient only.