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Invoice per visit
If you choose to bill per visit, invoices will be generated separately per each visit. Invoice drafts will be created automatically after the visit has been generated in the system (becomes a job). Invoices can be then accessed through the Visits tab below the contract details.
Clicking the Invoice link in the Visits table will open the invoice draft where charges will be pre-populated with values from the session and tax rates will be pulled from client settings. You can always edit these values directly on the invoice before sending.
Invoice per contract
If you choose the option to bill per contract then you will have to generate the invoice draft manually by clicking “Invoice Contract” on the Invoices tab below the contract details. This option will become available after the first visit was generated.
Clicking the Invoice Contract button will open the invoice draft, where charges will be pre-populated with values from the contract details and tax rates will be pulled from client settings. You can always edit these values right on the invoice.