Create an invoice

Crossuite provides some standard templates for invoice creation. It is also possible to create your own templates.

You can create an invoice via calendar view or via a patient record. 

To create an invoice via the calendar view, click on the relevant appointment. 

Register the treatment and click [View finances] to open the financial panel.

To create an invoice via the patient record, open the patient record and click on the relevant treatment. 

Click on the [€] sign to open the financial panel.

In the finance panel, the invoice numbering and template are chosen based on your settings. If you wish to use a different numbering or template, select it from the list.

 

Click the [Create & email] button to create the invoice and send it via email. click the arrow next to it and select the desired action if you want to create the invoice but not yet send it via email. 

If you choose to create and edit the invoice, you have the option to change the invoice date and due date. It is also possible to choose a different recipient, beneficiary or invoice template.

If you choose to print the invoice, a preview of the invoice will open.

If you download the invoice, the invoice will be downloaded to your computer as a word document. 

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  Updating the configuration of the presets affects all colleagues in the practice. Presets automate and expedite the creation of invoices. Go to [Settings] > [Invoicing] > [Presets] and click [+]. (Create a new billing preset) Give the preset a title. ...

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