Bulk Invoice Creation

If you need to generate invoices for individual appointments and don't want to go through each appointment dialog, practiceQ has an easy way to handle this.

To create invoices in bulk for appointments, navigate to "Lists > Appointments", set your search filters as needed, and bring up the list you want to work with. Use the check boxes on the left in the list, checking off which appointments you want to generate invoices for. You'll notice that you cannot select appointment that already have invoices created for them. When all the ones are checked that you need, click the blue "Bulk Actions" button and select "Create Invoices".

Invoice drafts will be created for each of the appointments according to price settings and such for the services associated, as well as insurance copays and client-specific settings. You can then go in and process or track payments as needed, send invoices to clients, etc.