There are 3 ways to create an invoice for a patient. See below for further modifications and how to share these invoices. 

  1. From the Diary -> open the appointment -> select Invoice Patient -> this will automatically create an invoice for the included service -> once paid this will mark that appointment as PAID. 
  2. From the Prescription -> select Invoice Prescription -> this will automatically create an invoice for any products on the invoice and any consultation that was booked for the current date. 
  3. From the Patient Record -> select Invoice from the action bar -> add items as needed. 



There are 7 key areas on this page. 

  • Action bar – This appears similar to other pages. This will allow you to SMS or email the invoice to the client, as well as to display or print it.  The right of the action bar contains options to delete or hide the invoice.  
  • Patient Details - The details panel is auto populated based on the patient selected when creating the invoice.
  • Invoice Details – The invoice details are auto created and updated as the invoice is edited.  Changing the date will change the invoice date and update the invoice.  The practitioner branding setting will allow you allocated any branding overrides associated with a specific linked practitioner.  When left at default the default practitioner branding is used.
  • Invoice Items – This is the most commonly accessed area and allows you to add invoice items to an invoice.  To add an invoice item simply type the item name into the text field, i.e. Meta.  This will create an auto select with all matching items from your inventory.
  • Discounts - add a dollar or percentage amount for a discount. Refresh the invoice if this does not immediately show on the patient invoice. 
  • Payments – The payments panel contains all the payments that have been associated with this invoice. An invoice can have multiple payments. Until the payments total matches the invoice total a red alert will be displayed at the top of the invoice to let you know that the invoice has an unpaid balance.
  • Comments – The comments panel will allow you to record comment against the invoice.  This can be marked as either shown or hidden.  Shown comments will print on the invoice while hidden will not display on the invoice and are for internal use only. By default SimpleClinic journals the history of the invoice including items added, item status changes, payments recorded and invoice access by the online SimpleClinic portal.

  • Billing Schedule – The recurrence settings of an invoice allow you to define a recurring payment schedule. Please click here to see the knowledge base article on setting up these payments.


To modify an invoice


1. Select the item from the list and it will be added to the invoice along with the unit price and total price as defined in your inventory. By default the status will be set to supplied.  You can change this status if needed.



2. Add a payment by clicking the blue Plus in the payments table. This will open a modal to complete the payment information. The payment date will automatically be set to the current date and the amount will be set to the current amount owing.  Several payment options are available.