Enter Invoice Settings

In PracticeQ, invoices are typically associated with an appointment or a package of appointments, but they can also be used for products or other stand-alone charges unrelated to appointments.

An invoice is a document that represents a financial obligation to your client stating that they owe you money for services or products rendered. PracticeQ's invoicing module enables you to keep a record of all client payments, and allows you to get paid by sending invoices to clients or processing payments manually, provided that you are connected with one of our supported payment providers.

To get started, click  Lists → Invoices → Invoice Settings.

Template

• Business Information: Enter your business name, address, phone, email, and more
• Invoice Logo: Upload your business logo so it will appear on invoices
• Client Information: Select your preferences for displaying client's email and address on invoices
• Customization: Enter a customized message to appear on your invoices
• Other Settings: Choose whether to display Amounts Only or Show Quantity on invoices.
• Add multiple clients to invoice (when applicable). Select this if you want all the clients who were in the session added to the invoice.
• Include payment details in invoice and superbill PDFs. Select this if you want insurance and copay activity to appear.
• Use private service description when invoice is sent to client. 

Defaults 

• Default Delivery Method: Select Email or Share Manually
• Default Message to Client: A generic message will populate here; type in a customized message if desired.
• Due Date: Use the arrows to set the number of days the payment is due after the invoice issue date.
• Allow Partial Payments: When enabled, clients will be allowed to an amount less than the amount due on the invoice.
• Allow Tips: When enabled, clients can add a gratuity amount when paying their invoice. Staff can also enter a gratuity amount when processing a payment.

Emails

• Select an existing template to use for your invoices from the options on the left, or
• Check the Customize the default invoice email checkbox and build your own. Click Save.

Security

• Email Access Method: select Secret Link Only or Secret Link with Access Code
• Secret Link Expiration: select 7, 14, 30, 60 or 90 days.
• Disable secret link once invoice is paid (or closed): Check the box or leave it unchecked.
• Click Save Changes.

Taxes

• Add any taxes you wish to apply to invoices.
• Enter Tax Name and Percentage.
• Click Save.

Superbill

• For more information on this tab, see article Enable and Set Up Superbills.

GFE

• Customize the Form template and the Email template if desired.
• Note: PracticeQ provides default heading and footer information required by CMS as well as a disclaimer that you can use if you wish.
• You can choose to hide the grand total and signature if you wish.
• For more information on GFEs, see article Good Faith Estimates.

Products

For more information on this tab, see article Add Products to Invoices.