Invoices

How to create a new invoice
To invoice a patient, access the Patients tab from the right hand side, open their patient record. Once the patient record has been selected the action ...
Wed, 15 Jul, 2020 at 4:14 PM
Send patient copy of invoice
From the patient's invoice page, you can build an invoice with products and services, record payments and more. After this, you can SMS, email or print...
Wed, 15 Jul, 2020 at 4:18 PM
How to add provider numbers to an invoice
Provider numbers are added to an invoice when a consult is added to the invoice and you have set your provider numbers under Employees -> View -> Prov...
Wed, 15 Jul, 2020 at 4:23 PM
Add T&C's/Bank Details to an invoice
You can add Terms & Conditions or Bank Details to an invoice by going to Business Setup -> Your Clinic -> Invoice Settings  The content shou...
Wed, 15 Jul, 2020 at 4:29 PM
Create email templates
This article will discuss how to create and send email templates. Specifically we will be covering how to send a template for an invoice, this does not incl...
Wed, 15 Jul, 2020 at 4:16 PM
Cash and Card Refunds in SimpleClinic
If you are using Xero integration, refunds should be created from Xero by raising a credit note against the contact record and applying.  SimpleClinic does ...
Tue, 28 Sep, 2021 at 2:12 PM
Online Refunds in SimpleClinic (Ezi-Debit)
If the patient paid online and you are using EziDebit, under the patients name you will find an invoice for the payment that was made. In the payments, ther...
Wed, 8 Jan, 2020 at 5:50 PM
How to change GST Status
If your clinic's GST status has changed from Not GST registered, to GST registered - you can make this change from Business Setup -> Your Clinic -&g...
Mon, 14 Dec, 2020 at 9:39 AM