How to Create a Freestanding Invoice from Financials View

Create a Freestanding Invoice from Financials View

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 the Financials view.

This method allows you to generate an invoice without linking it to a specific appointment. It's useful when you want to invoice a patient for a product, service, or item not tied to an appointment.

Other ways to create an invoice:

When the invoice is linked to a booked consultation or treatment - "How to Create an Invoice from an Appointment"

When you want to issue an invoice from the patient’s profile - "How to Create a Freestanding Invoice from Patient 360"

Step-by-Step

1. Click on "Financials"

2. Click “Create Invoice” at the top right of the screen.

3. Select the patient from the dropdown list.

4. Select the service date

5. Choose both the correct clinic location and the treatment provider for this invoice.

6. Click “Add” and choose a Product or Item from the dropdown. For example, select “Day Cream.”

7. Click “Save” once the item has been selected.

8. Click on these icons to choose whether the payment should be displayed as an amount or a percentage.

9. Choose how you’d like to split the payment

10. Click “Create Invoice” to save and generate the invoice.

11. If the patient is paying now, click “Pay Now”. Otherwise, you can click “Create Invoice” to save it and complete payment later.

12. Click the amount (e.g., “£5.00”) you want to register as paid.

13. Select a method such as Card, Cash, Financing, or Bank Transfer, and click Next.