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 add instalments if a patient should pay a deposit and set a due date for each.

If you've already sent the patient a quote, you don't need to create an invoice separately — approving the quote converts it into an invoice and carries the details across. You'd create an invoice directly when there's no quoting stage involved, either because the patient has already decided to proceed or because you're charging for something straightforward like a product purchase.

You can create an invoice from a few different places in Adoreal, depending on where you're already working, but the invoice itself works the same way no matter where you start 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 invoices to appointments.

Once created, an invoice stays editable until the service date has passed. If a patient is paying a deposit or spreading the cost, you can split the total into installments and set a due date for each. 

Step-by-Step