With this setting, an invoice will be created overnight if a client has been seen for an appointment. (Only recommended for practices with complex billing workflows)īy default, invoices are set to automatically generate on a daily basis. Monthly: Automatically create invoices on the first day of each month.Daily: Automatically create invoices at the end of each day.Under Invoice Creation, select from the following options:.Navigate to Settings > Billing and Services > Settings. You can choose whether invoices are generated automatically, or whether you’ll be manually creating them. Once an invoice is generated, the Uninvoiced amount transfers to the Client Balance, giving a record of what your client owes. Important: Until an appointment is invoiced, it's considered Uninvoiced, and isn’t included in the client’s overall balance. There are several ways to create invoices, and you have the flexibility to handle these processes automatically or manage them manually as needed. Note: For more information about the billing process, see Using the client Billing Overview page. Adding appointment descriptions to invoices.We’ll cover how invoices are used to track client balances, how you can create and add products to them, as well as frequently asked questions. Invoices indicate when there’s a balance due for a client, and outlines the amount they owe for services or products rendered.
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