Creating and sending an invoice

Raise invoices from the Invoices section, or straight from an appointment or patient.

Create an invoice

Go to Invoices → New invoice, choose the patient, and add line items — your services carry their default price, so a follow-up fills itself in. Add any extras, adjust amounts, and save. Every invoice is numbered and dated for your records.

Send it

Send the invoice to the patient by email. They receive a clean, branded copy with your logo and clinic details. You can resend it any time from the invoice.

Track what's paid

Invoices carry a status you can see at a glance from the list — draft, sent, paid, overdue. Mark an invoice paid when the money arrives, and it drops off your outstanding list and updates your revenue reports and Clinic Health score.

Online card payments

Taking card payments through the invoice (so patients pay online with one click) arrives with our Stripe integration. Until then, record payments yourself as they come in — everything else about invoicing works today.

To see everything outstanding at once, open Reports for revenue and unpaid balances.