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Create an Invoice - Paid or Unpaid
Create an Invoice - Paid or Unpaid

Create client invoices in minutes and customise them to your brand

Trentenn avatar
Written by Trentenn
Updated over a year ago

Better Clinics streamlines how you create and manage your invoices. Creating a great-looking PDF client invoice is easy and can be created in a number of ways.

Launch the Pay/Invoice pop-up for multiple sales:

  1. Go to Calendar

    1. Select the appointment from the calendar page that you wish to create an invoice for. The appointment pop-up will launch, click 'Pay/Invoice'.

  2. Go to Invoices > Sales Screen

    1. For a single sale, select 'Pay / Invoice' button on the far right-hand side.

    2. To create an invoice for a client with multiple unpaid sales, use the checkbox on the far right-hand side to select the sales and click 'Pay / Invoice' in the header

  3. Go to Client > Client Details > Sales screen

    1. For a single sale, select 'Pay / Invoice' button on the far right-hand side

    2. To create an invoice for a client with multiple unpaid sales, use the checkbox on the far right-hand side to select the sales and click 'Pay / Invoice' in the header

Create an Invoice - Paid or Unpaid:

  1. Launch the Pay/Invoice pop-up as above.

  2. The appointment details will be displayed.

    1. Click the '+Items' button if you would like to add more products/appointments to your invoice.

    2. View and add past sales by selecting '# Past' in the footer. If your client has unpaid sales (past sales or future appointments) - you can view the list and add any of these to the same invoice. Use the checkbox to add the selected sales to your payment/invoice.

    3. Confirm the price of the sale on the far right hand side

  3. If you would like to process the payment and create a paid invoice fill out the payment details.

    1. Determine the payment option from the dropdown menu.

    2. Determine if it is a split or part payment.

  4. Determine the provider/team member by selecting from the dropdown menu.

  5. Use 'Advanced Options' to 'Add Notes' to the invoice, 'Bill To Details' (invoice a 3rd party) or add 'Custom Fields'. 

  6. To complete your Invoice or Payment click on the appropriate button:

    1. Red Pay Button: Pay and Create an Invoice to be accessed from the Invoices or Clients tab

    2. Red Email Button: Pay and Email the Invoice to the client or billing contact

    3. Red Print Button: Pay and Print the Invoice

    4. Blue Invoice Button: Create an Invoice with an outstanding balance

    5. Blue Email Button: Don't pay and email an outstanding invoice to the client or billing contact

    6. Blue Print Button: Don't pay and print the outstanding invoice

    7. Rebook - records the payment & creates a PDF Invoice in the background. Redirects to the Calendar for immediate re-booking.

  7. Once done, the popup will close. If the client has unpaid sales on their account, another summary screen will appear and you can create another invoice.

  8. Edit an Invoice - Go to Sales > Invoices > Click the dropdown for invoice you would like to edit > A popup to edit the invoice will show 

Tags: NDIS, insurance invoices

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