Build it from services and products, apply a promotion, send it. Every line item keeps the price and tax rate that applied the day it was issued, even after your price list changes.
Recalculated the moment a payment lands, not set once and left stale.
Mark a visit complete and Payment is right there on the appointment card. Practitioner, patient, and the service rendered are already on the invoice — you're checking a draft, not building one from scratch.
A consultation and a retail item on the same bill, each with its own quantity, discount, and tax rate.
Eligible discounts apply themselves at invoice time, with a clear line for exactly what was taken off and why.
Link an invoice to a patient's episode of care so a full course of treatment reads as one connected story.
Set the prefix, the starting number, and how many days a patient has to pay, once. Every invoice from then on follows the same rule, including what shows on the printed page.
Choose whether tax is added on top or already included, and where a payment lands when a patient owes more than one invoice. Every new invoice follows that call automatically.
Paid, outstanding, credit note, write-off: each has its own template, built with real patient and invoice details instead of placeholder text.
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