Billing & Invoicing
Generate invoices, track payments, and keep practice financial records aligned.
Summary
Billing workflows should map cleanly from completed care activity to payment collection.
Prerequisites
- Client and appointment data present.
- Service/product pricing configured.
Steps
- Create invoice from appointment or client record.
- Add line items for services and products.
- Validate totals and tax handling for your region.
- Send invoice and monitor payment status.
- Reconcile paid, outstanding, and overdue invoices.
Best Practices
- Standardize line-item naming for cleaner reporting.
- Reconcile frequently to avoid aging surprises.
- Keep product and service pricing in sync with inventory data.
Troubleshooting
- If totals appear incorrect, verify quantity, unit price, and included product associations.
- If invoice status does not update, refresh and recheck payment event processing.