Carepatron's billing features allow you to easily create invoices for multiple services provided to a client. This streamlines the billing process, helping you get paid faster.
Important prerequisites:
You must have set up billing in your Carepatron account.
You must have appointments with the uninvoiced billing items for the services you have provided.
Here's how to create an invoice:
Go to the Client section in Carepatron.
Select the client for whom you will create the invoice.
Click on the Billing tab.
Select New.
You'll get all the Uninvoiced amounts there. You may also edit it before clicking Create.
Click on the Create button.
The invoice will be created and will be ready to be shared with your clients.
Important information
You can also create invoices from the "Appointments" tab.
Uninvoiced items are items that have been created but not yet invoiced.
You can view all of your invoices in the "Invoices" tab.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.