Generate Invoices in Bulk

Generate invoices for individual appointments without having to open each appointment dialog.

1. Click Lists → Appointments.
2. Set your search filters as needed to generate the appointment list.
3. Check off the appointments for which you wish to generate invoices. Note: You cannot select appointments that already have invoices created for them. 
4. Click the blue Bulk Actions button and select Create Invoices.

   

5. Invoice drafts will be created for each of the appointments according to price settings for the services associated, insurance copays, and client-specific settings. 
6. Click the Invoice Links for each draft to process or track payments as needed, or to send the invoices to the clients.