Skip to main content

Creating an invoice

How do I create an Invoice?

Updated over a week ago

Creating an invoice is an essential aspect of your practice. In Carepatron, there are two simple ways to create an invoice.

We will show you both approaches.


Generate an invoice from your calendar

  1. Navigate to the Calendar page.

  2. Go to an Appointment.

  3. Select 'Create invoice.'


Generate an invoice through the billing page manually

The second option is to create an invoice manually.

  1. Navigate to the Billing page.

  2. In the upper-right corner, click '+New invoice.'

  3. Enter the necessary details.

  4. Click 'Create.'

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

Did this answer your question?