Create an Invoice

An invoice records the services or products a patient is being charged for, and is the starting point for collecting payment. You can create an invoice from a few different places in Adoreal, depending on where you're already working — the invoice itself works the same way no matter where you start it from.

Where you can create an invoice:

From an appointment — the fastest option when the invoice is for a scheduled treatment, since it links automatically to that appointment
From Patient360 — useful when you're already on a patient's record, for example adding a product purchase unrelated to a specific appointment
From the Financials view — useful when you're working from the broader invoice/quote list rather than an individual patient or appointment

If you're creating an invoice for an appointment but started from Patient360 or the Financials view instead, you can still link it to that appointment afterward — see [Link an Invoice to an Appointment].

Once created, an invoice stays editable and can collect one or more payments over time. It's only automatically finalized once the appointment's service date has passed — until then, you can keep adjusting it and adding payments as they come in.

See [Edit an Invoice] for how that works.

Step-by-Step

1. In the Schedule, hover over the appointment you want to create an appointment for. You can also click on the appointment and open up the sidebar.

2. Click on the + icon to create a new invoice.

3. If you are in the sidebar, simply click on "Create" in the Invoice section

4. The invoice will be automatically filled in with details from the patient and the appointment. Just double-check everything, and add anything that’s missing.

5. You can add additional services or products

6. Set the due date

7. You can also add instalments if the patient should pay a down-payment, for example.

8. You can choose to set the instalments to either a fixed sum or a percentage.

9. When everything is ready, click on "Send"

10. You'll have the option to either send the invoice to the patient, and they will be able to pay it in the Adoreal app. They will be notified that they have an invoice to pay.

11. You can also pay it directly, if the patient is standing before you.

12. Now, you'll see the invoice when you hover over the appointment in the schedule.