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Creating an invoice

How do I create an Invoice?

Create invoices in Carepatron from the Calendar, the Invoices tab, or the Billing overview.

In this guide:

  1. Create an invoice from the Calendar

  2. Create an invoice from the Invoices tab

  3. Create an invoice from the Billing overview

Create an invoice from the calendar

  1. Go to Calendar.

  2. Open the appointment.

  3. Click Create invoice.

Create an invoice from the Invoices tab

  1. Go to Billing > Invoices.

  2. Click + New invoice in the top right.

  3. Enter the required details.

  4. Click Create.

Create an invoice from the Billing overview

  1. Go to Billing.

  2. Locate the appointment row by date.

  3. Click + Add invoice in the Invoice column.

Note: Billing items must be generated so you can add an invoice.

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