Invoices can be generated and shared with clients from multiple places on the platform.
If you are looking to generate a consolidated Invoice rather than a simple one, read this article for more information.
Generate an Invoice from the Record > Billing section
In the Billing section of the Record, next to the total amount, you can find the Generate Invoice button. With one click, the client invoice is generated.
From Advanced Options, you can select a different date for the Invoice (for situations when the invoice needs to be backdated).
From here, you can also generate a Consolidated Invoice or add this bill to an existing one. Read more about consolidating invoices in this article.
Generate an Invoice from the Flowboard
Invoices (simple or consolidated) can be generated from the Flowboard as well for the visits that are in the 'Pending checkout' or the 'Closed' column.
Update Invoices
In case you need to update invoices, this can be done from multiple places. In the Record, scroll down to the Billing section, and next to the total, you can see the 'Update Invoice' button. Clicking on it will update the invoice with the new changes (changed items or totals, payments taken, etc). Invoices can be easily updated from the Flowboard as well.
View Client Invoices
Client Invoices can be accessed from the Record, Timeline, or Flowboard, but they can also be seen in a centralized place, in the client card from the patient's Health Card.
This list displays all the client sales (from all their pets), the total, status, and the amount due, if any. You can navigate to the associated record by clicking on the icon next to the date, or you can preview the invoice by clicking on the blue underlined dates (the dates that are not highlighted don't have an invoice generated yet).
📌 If you need to download a Client Statement, you can do this from here by clicking the purple download button. Read more about Client Statements in this article.
Share Invoices
Invoices can be shared in various ways with clients or other recipients, such as co-owners, contact persons, or insurance companies.
For pet parents, you can enable automatic invoice sharing in the app, ensuring invoices become available once the record is closed. This feature can be set up during onboarding or at any time afterward—just reach out to our team.
The Invoice Preview provides multiple options, including sending via email (to the pet parent or an alternative email), downloading, or printing.
Sharing invoices with a Payment Link
If you are integrated with one of our payment providers, sending the invoice with a payment link is possible just by ticking the "Include payment link button" checkbox.
The checkbox is visible after clicking on the "Send via email" button in "Invoice Preview" mode.
📌 All Invoices automatically include a QR code that clients can use to pay them online - only available for integrated payment providers
Invoice Design
The Invoice includes all the relevant information regarding the client, the clinic, the items, totals, and payments. This is what the standard Invoice looks like👇
📌 All payments, that have been allocated to this invoice, appear itemized below the totals.
The following customizations are available from the Clinic Preferences:
Display OR Hide the Cashier;
Display OR Hide the Provider for each service or product;
Display OR Hide the Unit price of services or products;
Do you want to generate a single invoice for multiple patients or for multiple visits of the same patient? Check out this article that explains how to generate a consolidated invoice 👉