Create a Single Invoice for Multiple Appointments

If you manage invoices manually and you want to issue a single invoice for multiple appointments, follow these steps.

  1. Create a new invoice, or open an existing invoice.
  2. Select Actions → Edit Invoice.
  3. Under the Items section, click Add Item.
  4. You will see all the appointments for the client under the Show Appointments heading.
  5. Select the appointments you wish to add.
  6. Click Save Invoice or Update Invoice to save your changes.

  7. If you updating an existing invoice, you will see your update under the Activity heading.
  8. You can use the Superbill or Actions menu this point, or Enter Payment.

Still need help? Contact Us Contact Us