Better Clinics streamlines how you create and manage your invoices. Creating a great looking PDF client invoice is easy.
Tip: You can create an Invoice a number of ways which gives flexibility based on how the clinic invoices, here are the ways:
Calendar - from the appointment popup or appointment details screen
Sales screen 'Pay / Invoice' button on a single sale (more Invoice items can be added from the Payment screen
Sales screen - select all the unpaid sales you want to include on the invoice, Click 'Pay / Invoice' in the header and the Payment screen will display with the Invoice pre-built
Client Details > Sales screen - either select an individual sale, 'Pay / Invoice' button, or select all the yet to be invoiced sales at once, Click 'Pay / Invoice' in the header and the Payment screen will display with the Invoice pre-built
You can either create a Paid Invoice or an Unpaid Invoice due for Payment, here's how:
Launch the Payment popup (this is the screen that we create the invoice from and manage the details on it)
Launch the Payment popup from an Appointment.
Go to the Calendar, click on the Appointment you want to create invoice for
The appointment details will be displayed. You can see the details of the appointment, click more to see Tax details. Modify the price by changing it in the Price window.
Add new Items to the sale. If you sell Merchandise to the customer along with the appointment, record that sale here.
Click '+ Items, select the Item, update the Quantity.
the Amount Due will be displayed at the bottom
If the client has unpaid sales - either past sales or future appointments - you can view the list and add any of these to the same invoice. These past and future sales are 'Sales on Account'.
Take Payment. Record the payment accepted from the client on the right hand side under 'Payment'.
The payment accepted should match the payment Due.
You can select the Provider Details to add to the Invoice
Use 'Advanced Options' to 'Add Notes' to the invoice, 'Bill To Details' (invoice a 3rd party) or add 'Custom Fields'.
If you are recording the Invoice as Paid, select a button option in the Pay ribbon.
Pay - records the payment & creates a PDF Invoice in the background.
Pay & Email - records the payment, creates a PDF Invoice and emails it immediately to your client (you need to have their email address for this option).
Pay & Print - records the payment, creates a PDF Invoice, downloads it to your browser to you can print it immediately and give it to your client.
Rebook - records the payment & creates a PDF Invoice in the background. Redirects to the Calendar for immediate re-booking.
If you are recording the Invoice as Unpaid, select a button option in the Save ribbon.
Invoice - records the sale with no payment & creates an unpaid PDF Invoice in the background.
Invoice + Email - records the sale, creates an unpaid PDF Invoice and emails it immediately to your client (you need to have their email address for this option).
Invoice + Print - records the sale, creates an unpaid PDF Invoice, downloads it to your browser to you can print it immediately and give it to your client.
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.
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