Carepatron's new billing features allow you to easily create invoices for multiple services provided to a client. This streamlines the billing process and helps you get paid faster.
Important Prerequisites
You must have the "Billing" permission enabled in your Carepatron account.
You must have appointments with uninvoiced billing items for the services you have provided.
How to create it:
Go to the Client section in Carepatron.
Select the client you are going to create the invoice to.
Click on the Billing tab.
Select New.
You'll get all Uninvoiced amounts there.
Click on the Create button.
The invoice will be created and 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.