Create an Invoice

There are six ways to create an invoice in PracticeQ. 

Option 1: Create an invoice manually in the Client Profile page

1. Click Lists → Clients.
2. Select the Invoices tab. You will see all invoices tied to the client.
3. Click Create Invoice. This will open a fly-out window with the invoice information.

   

4. Place your cursor in the Add Item field; a dropdown list will display any uninvoiced appointments for that client. 
5. Select one or multiple appointments to apply to a single invoice.
6. You may ignore the list of appointments and type the invoice item. This is useful for charging other items, like products or extra fees.
7. Click Save Invoice.
8. If the invoice is ready to be delivered, click Issue Invoice.
9. A confirmation window will display.
   
   1. Click Issue Invoice if you do not need to make changes.
   2. Click Delivery Options if you wish to change the delivery method and/or the default email template.

Note: PracticeQ can also send invoices via the Secure Messaging Portal (recommended) or not send the invoice at all. After the invoiced is issued, you can also share it with a client using a secret URL.

The video below shows the whole process:

Option 2: Create an invoice manually in the Appointment Details dialog

1. Click Bookings and select the client's appointment.
2. If the appointment is uninvoiced, the Invoice dropdown menu will be available.
   1. The Create Draft option allows you to make changes to the invoice before it is issued.
   2. The Create and Send to Client option creates the invoice and opens the Issue Invoice popup, giving you a chance to change the delivery method and/or default email message before confirming. 
   3. The Issue and Enter Payment option issues the invoice AND opens a popup that allows you to enter payment information. You can process Credit Card, Cash, Check, Debit Card, Bank Transfer, Insurance, Gift Card or Other payments.
   4. The Process or Register Copayment option issues the invoice AND opens a popup that allows you to enter information for payments outside of PracticeQ. You can process Credit Card, Cash, Check, Debit Card, Bank Transfer, Insurance, Gift Card or Other payments.
      

Option 3: Create an invoice manually in the Appointment List page

1. Click Lists → Appointments.
2. Find the appointment on the list and click Create in the Invoice column.
3. To create invoices for a group of appointments, check the checkboxes for all uninvoiced appointments and click Bulk Actions → Create Invoices.

   

Option 4: Create an invoice manually in the Packages page

1. Click Bookings → Packages.
2. Locate the package and click Add Invoice.

Option 5: Create an invoice automatically when an appointment Is auto-charged

PracticeQ will automatically create an invoice for payments in the following situations:

• When a client uses your booking widget and pays upfront
• When appointment auto-charge is enabled

Option 6: Create an invoice automatically when a deposit is paid

• If a service or package requires that a client place an upfront deposit when booking an appointment, that deposit will create an invoice automatically. 
• The total amount of this invoice will be the full amount of the service or package.
• The deposit will be registered as a payment, leaving the remaining balance as the amount due.