Create and send invoices for completed visits in just a few steps. Use client details, add line items manually or from a completed visit, and download the invoice as a PDF to share with your clients for faster payments.
Note: invoices can only be generated and exported on desktop.
On desktop
Head to the Invoices tab.
Click Create new invoice and select the client.
An invoice will be generated automatically.
You can select the billing address from the dropdown menu
If the client does not have an address associated with their profile, you can manually enter one.
The invoice number is editable, and you may also choose to include a purchase order number if applicable.
By default, the invoice date is set to today’s date, but you can adjust it as needed.
You can modify the payment terms by changing the number of days before the invoice is due or leave it set to the default of 30 days.
Finally, you can enter a message on the invoice.
For the invoice items, you have the option to use details from a completed visit or manually add line items.
Once you have added the invoice items, click on the More button in the top right to download the invoice as a PDF and send it to your client.
