You can create invoices by navigating to My Practice > Invoices & Payments and clicking the Fast Action Button in the bottom right corner. This will bring up a list allowing you to select the client for your new invoice.
Alternatively, you can start the invoice process from the Fast Action Button on the home screen or a client's individual Invoices & Payments section. The latter option allows you to create both an empty invoice as well as an invoice for an existing booking.
Creating a new invoice
At the top of your invoice, you'll see two tabs: Invoice Details allows you to add your invoice number, invoice date, and line items for your invoice. Payment History displays all payments processed for this invoice. We'll jump into payment options later in this guide.
Under the Invoice Details tab, you can edit your invoice header items, including company and recipient (Billed To) information. You can also edit your invoice number, invoice date and add a brief note for your invoice (e.g. greeting, line item summary, etc).
Adding a line item
The line item field is where you enter the service or product you are charging your client for. Add a new line item by clicking the Fast Action Button, then selecting either "Add empty line item" or "Add line item from booking".
You can give as much or as little detail as you want here (e.g. 90-minute Initial Consultation or Nutritional Consultation, Multi-Vitamin Supplement or Supplement). Once you’ve named your line item and added the fee, you can also add applicable discounts and click Done.
If you have another service or product to add to the same invoice, you would go to the Fast Action Button and select "Add empty line item" or "Add line item from booking or package" and continue until you’ve added all services and products for this invoice.
Setting up taxes
You may edit or remove taxes on an invoice by clicking Edit or Remove beside the tax field.
Accept payment for this invoice using my linked Square or Stripe account means that you would like to process payment for this invoice using your linked Stripe or Square account. When the invoice is sent to your client, we display a "Pay Now" button which redirects your client to a page where they can enter their credit card details and submit payment.
You can require clients to pay their invoice in full or to pay a minimum amount. Select the appropriate option.
Saving, sending and processing
Click Save at the top right-hand corner of your invoice to save a copy of the invoice for yourself.
Allowing my client to pay online
Click Send to save a copy of the invoice for your records and send a copy of the invoice to your client. Your client will receive their invoice by email with the option to pay online via your linked Stripe or Square account.
Processing a payment on your client’s behalf
Click Process if you’d like to process a payment on your client’s behalf. Selecting Process also means that this invoice will become a read-only document which you will no longer be able to edit. You will be taken to a page where you can view and show your client the final invoice details.
Click Pay Now to process payment. Select payment type, complete appropriate fields and click Submit. A receipt will automatically be emailed to your client once the payment has been confirmed.
You can specify the type of payment you received, the amount paid, the date of the payment as well as any notes you may want to attach to the payment.
Click Add Payment once fields are completed.
If you’d like to send a receipt to your client for this transaction, click Send at the top right-hand corner of your invoice.