Invoices
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
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
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
You can add Terms & Conditions or Bank Details to an invoice by going to Business Setup -> Your Clinic -> Invoice Settings The content sh...
Wed, 8 Feb, 2023 at 4:00 PM
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, 12 Apr, 2023 at 12:08 PM
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 ...
Wed, 20 Jul, 2022 at 9:57 AM
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
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, 14 Dec, 2020 at 9:39 AM
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, 14 Jun, 2023 at 10:06 AM