Invoices

How to create a new invoice
There are 3 ways to create an invoice for a patient. See below for further modifications and how to share these invoices.  From the Diary -> open the a...
Wed, 8 Apr, 2026 at 1:33 PM
How to share an invoice / receipt with your patient
Invoices can be printed, emailed or accessed immediately by patient via the patient portal for their records, or for health insurance fund rebates if requir...
Wed, 8 Apr, 2026 at 2:04 PM
How to add provider numbers to an invoice for health fund claims
Invoices needed for manual health fund claims must be set up correctly to show provider numbers and a service date.  This process is different to using ...
Fri, 11 Apr, 2025 at 9:58 PM
Add T&C's/Bank Details to an invoice
Terms and Conditions will be displayed on the invoice the client views when you provide them a copy. Add Terms & Conditions or Bank Details to an in...
Sat, 10 Jan, 2026 at 9:31 AM
Create invoice 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...
Thu, 4 Sep, 2025 at 11:13 AM
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 ...
Thu, 27 Mar, 2025 at 6:28 AM
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 ->...
Mon, 2 Feb, 2026 at 11:28 AM
Hiding an invoice
The Hide Invoice button will exclude an invoice from all the reports and sales reporting, the Dashboard and Xero. Hiding invoices is particularly useful...
Wed, 8 Apr, 2026 at 2:06 PM
Tyro HealthPoint Claim Payments
Tyro HealthPoint Payments provide patients with a way to claim for services at the time of their treatment/consultation. Please see the Tyro Health website ...
Thu, 6 Nov, 2025 at 10:19 AM