Invoices

How to create a new invoice
There are 3 ways to create an invoice for a patient. See below for further modifications and how to share these invoices.  From the Diary -> open the a...
Tue, 17 Sep, 2024 at 7:00 PM
Send patient copy of invoice
Invoices can be printed or even emailed to patients for their records, or for health insurance fund rebates if required. Go to Patients -> Find the P...
Wed, 24 Jul, 2024 at 2:08 PM
How to add provider numbers to an invoice
Provider numbers are added to an invoice when a consult is added to the invoice and you have set your provider numbers under Employees -> View -> Prov...
Wed, 15 Jul, 2020 at 4:23 PM
Add T&C's/Bank Details to an invoice
You can add Terms & Conditions or Bank Details to an invoice by going to Business Setup -> Your Clinic -> Invoice Settings  The content sh...
Wed, 8 Feb, 2023 at 4:00 PM
Create invoice email templates
This article will discuss how to create and send email templates. Specifically we will be covering how to send a template for an invoice, this does not incl...
Wed, 25 Sep, 2024 at 11:44 AM
Cash and Card Refunds in SimpleClinic
If you are using Xero integration, refunds should be created from Xero by raising a credit note against the contact record and applying.  SimpleClinic does ...
Wed, 20 Jul, 2022 at 9:57 AM
Online Refunds in SimpleClinic (Ezi-Debit)
If the patient paid online and you are using EziDebit, under the patients name you will find an invoice for the payment that was made. In the payments, ther...
Wed, 8 Jan, 2020 at 5:50 PM
How to change GST Status
If your clinic's GST status has changed from Not GST registered, to GST registered - you can make this change from Business Setup -> Your Clinic ->...
Mon, 14 Dec, 2020 at 9:39 AM
Hiding an invoice
The Hide Invoice button will exclude an invoice from all the reports and sales reporting, the Dashboard and Xero. Hiding invoices is particularly useful...
Wed, 14 Jun, 2023 at 10:06 AM