Creating Client Invoices

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 and is usually used in a situation where the client is paying for their appointment on the day and Auto Generate payment is turned on.  The manual method of creating an invoice within the Invoicing area is often best when someone isn't paying on the day or if you are generating an invoice with many appointments on the one invoice or an invoice which will have multiple products.

 

Please click here to see the video on Creating an Invoice

 

myPractice has the ability to create an invoice in 3 simple steps.

 

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

 

 

Click OK

If there is an Open Invoice for the Current Client then the following dialog will display

 

Click Yes, or No as required

 

If the Preferred Payment Method for the client is not set in Client Details, a pop up box will appear asking to select the Payment Method.

Check the box Set as Preferred Payment Method to store this within Client Details for future invoices.

Click OK

 

 

 

If Auto Generate Payment is turned on, your invoice will be receipted as well as Closed automatically. 

 

An invoice can be edited before printing or emailing by clicking on the Edit button.

If it have been edited, the Invoice must be Saved before it can be Printed, Emailed or saved using the Preview options.