Generate invoices for one or more services directly from a client's record.
Before you begin, make sure you have:
Completed your billing setup in Carepatron
Appointments with uninvoiced billing items for the services provided
To create an invoice:
Go to Clients and select the client.
Click the Billing tab.
Click New>Invoice.
Review the uninvoiced amounts. Edit any items as needed.
Click Create.
You can also create invoices from the Appointments tab.
Uninvoiced items are billing items that have been generated but not yet invoiced.
View all invoices under the Invoices tab.
Carepatron does not support partial payments on a single invoice. To split a payment, issue separate invoices (for example, a deposit and a final balance) so each can be tracked and paid individually.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.