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How to create an invoice in the 'Account' tab
How to create an invoice in the 'Account' tab

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Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated over 2 weeks ago

Can I create an invoice from the 'Account' tab?

You may wish to create an invoice outside of a treatment plan, such as for sundries or FTA fees. To create an invoice for non-treatment items:

  • In the patient's record, go to the 'Account' tab.

  • Click the 'New invoice' button in the top right corner.

  • In the invoice window that opens, complete the fields as needed.

  • When you have finished, click 'Save'.

  • The invoice will now appear in the list of the patient's invoices.

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