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Create a Consolidated Invoice
Create a Consolidated Invoice

Generate consolidated invoices for a faster check-out.

Sophia avatar
Written by Sophia
Updated over a week ago

You can generate a consolidated invoice from multiple places!

Let's review all of them! 😎

1. Health Card

From any patient's Health Card, go to the client's card and open the 'Invoices' tab. Click on the purple button to start creating a new invoice.

On the right side, you'll see all the sales that can be bundled together in a new consolidated invoice, grouped by patients. These are all the sales that haven't been paid and are not part of any invoice yet.

Simply click on the plus button next to the one you want to add and the invoice preview will update in real-time. Once everything looks good, click on Generate.

πŸ“Œ If any sale was added by mistake, just click on the X button next to it to remove it.

πŸ“Œ The default date is the current day, but you can also select a different date.

You'll see the new invoice with multiple actions on the top bar, so you can easily:

  • take payment (the standard payment window will open)

  • copy / send the payment link for an online payment

  • send the invoice to the client via email

  • download the PDF

  • print it

πŸ“Œ If you take full payment, all the sales will be marked as 'Paid'. If you only take a partial payment, the charges will be paid off starting with the oldest ones.

2. Record / SOAP

In the Billing section of any Record, you have the option to generate an invoice, a consolidated invoice (where you'll be able to choose other sales to be included as well), or add the current sale to an existing consolidated invoice.

If you want to include this charge on an existing consolidated invoice, you'll be asked to select the invoice you want to bundle. Select the desired invoice and click Confirm.

πŸ“Œ You can only include a new sale to consolidated invoices that are not paid yet.

In the next step, you can preview the invoice, include other sales or remove them if needed. Click on Update when everything is ready. From there, you'll be able again to directly take payment, send it via email, or download/print it.

3. Flowboard

The visits that are marked as 'Ready for checkout' will display the same options to generate a simple or consolidated invoice or to add the charges to an existing one.

4. Sales report

You can also generate a consolidated invoice from the Sales page. After selecting the client from the filters section, you'll see some checkboxes that allow you to select the sales you want to consolidate under one invoice. A new button called 'Generate consolidated invoice' will pop up after selecting a minimum of 2 sales.

Simply click on the button to preview the consolidated invoice.

πŸ“Œ You can only generate a consolidated invoice for the same client.
πŸ“Œ The sales that already have an invoice can't be consolidated under another invoice.

πŸ“Œ If you'd like to include another sale under an existing consolidated invoice you can do so at a later stage.

Update a consolidated invoice

On the Invoices page, you can see a list of all your invoices (standard or consolidated).

If you'd like to include other sales/charges on a consolidated invoice (or remove some of them), simply click on the edit icon. A popup will show up from where you can see what the invoice already includes and what other charges you can add. Click on the plus button next to the sale in order to include new charges - the preview will update in real-time. Once you are ready to save the changes, click on Update Invoice.

πŸ“Œ You can only update consolidated invoices that are not paid yet.

Consolidated Invoices design

The consolidated invoice has just some small differences compared to the simple invoice. The information is displayed differently based on the type:

A. Consolidated invoice for multiple pets (of the same client) 🐢🐱🐰

  • Each patient name and the date of the visit are displayed above the specific items;

  • There is a total calculated per patient;

B. Consolidated invoice for multiple visits of the same pet 🐢🐢

  • The patient details will be displayed in the header of the invoice (likewise the standard invoice);

  • The date of the visit is displayed above the specific items;

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