![]() ![]() 90-minute Initial Consultation or Nutritional Consultation, Multi-Vitamin Supplement or Supplement). You can give as much or as little detail as you want here (e.g. Add a new line item by clicking the Fast Action Button, then selecting either "Add empty line item" or "Add line item from booking". ![]() The line item field is where you enter the service or product you are charging your client for. You can also edit your invoice number, invoice date and add a brief note for your invoice (e.g. Under the Invoice Details tab, you can edit your invoice header items, including company and recipient (Billed To) information. Write-offs allow you to track amounts you are unable to collect for an invoice, for example, if you submitted a claim to an insurance company but received less than the expected amount.We'll jump into payment options later in this guide. Payment History displays all payments processed for this invoice.Invoice Details allows you to add your invoice number, invoice date, and line items for your invoice.The latter option allows you to create both an empty invoice as well as an invoice for an existing booking, package or program registration.Īt the top of your invoice, you'll see three tabs: This will bring up a list allowing you to select the client for your new invoice.Īlternatively, you can start the invoice process from the Fast Action Button on the home screen or the Billing & Payments section in a client's file. You can create invoices by navigating to My Practice > Billing & Payments, then click the Fast Action Button in the bottom right corner. This article will cover the following topics: ![]()
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