Invoices are managed from the Billing > Invoices page. This is where you can perform all invoice-related actions. For directions on how to invoice automatically see Auto Invoicing.
- Click on the button
- Creating a Blank Invoice will allow you to create an invoice that is not based on visits. This will be rare for most companies.
- Select the Client that you would like to invoice
- All of their uninvoiced visits will be shown from oldest to newest. If you see any errors on any of these visits you can use the button and make updates to the visits.
- Use the checkboxes () to select individual visits or the checkboxes at the month headings to select an entire month's visits. The bar at the top of the page will show you the total for the visits you have selected. With visits selected you can perform one of these actions:
- To create a new invoice click on the button. The invoice will be created and you will be brought back to the Full Invoice List
- If the client has any open invoices you will be able to use the button to add the selected visits to the existing invoice
- If you need to intentionally NOT invoice a visit, you can use the button and the system will mark the service as already invoiced, meaning that the system WILL NOT add them to an invoice. NOTE: You can reverse this by going to the Master Schedule, use the checkboxes to select the same visits and then Bulk Edit to set Invoiced to "No"
- When an invoice is first created the client won't be able to see it on their invoice list. This allows you to first make adjustments and/or additions to the invoice (see Making Changes to Invoices) before sending it to the client (see Sending Notices and Reminders). Once the invoice has been sent (or marked as sent) the client will be able to see the invoice.
- Clicking on the Invoice # will pop open the viewable version of the invoice that your client will see