How to Create an Invoice From an Appointment

Create an Invoice from an Appointment

You can create an invoice from three different areas in the platform:

From the Financial View
From the Schedule View
Directly from the Patient 360

This article walks you through how to create an invoice directly from an appointment in the Schedule view. It’s a quick and efficient way to generate invoices that are automatically populated with the patient's and appointment’s information.

Use this guide when:

The patient has a booked appointment already in the system

Other ways to create an invoice:

Use when you want to create an invoice directly from a patient’s profile, without linking it to an appointment -

"How to Create a Freestanding Invoice from Patient 360"

Use when creating an invoice not tied to a specific appointment -

"How to Create an Invoice from the Financials View"

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.