Create a client invoice

Client Invoices can be generated in 2 different ways, from either the appointment book or from within the invoicing area.  Generally the appointment book method of invoicing is the quickest way to generate an invoice.  The manual method of creating an invoice within the Invoicing area can be used if creating an invoice that is not related to an appointment.

Generating an Invoice from the Appointment Book with a payment

From the Appointment Book
Right click on the client appointment to be invoiced
Select Create Invoice
Select Client as the Invoice Type to generate an invoice to bill a client directly
  • See more information regarding 3rd Party Invoices here.
Click OK
If there is a Draft Invoice found for the current client then the following dialog will display
Click Yes, or No as required
The Payment Processing dialog box will appear.
Click Yes to accept payment.
If not accepting payment now, click here for how to add a Payment at a later date.
The Payment Details screen will display.
Enter in the Payment Method
Enter in the Payment Amount if different to the total amount. Click here to see how to add a additional payment.
The Invoicing screen will display.
An Invoice can be printed, previewed via the Print button options or emailed from here. The Reprint Voucher button will only display for an Invoice that has had a Bulk Bill or DVA claim lodged.