Automatic Invoicing

Modified on Wed, 31 May 2023 at 03:30 PM

You can set up to automatically generate invoices based on your billing cycle.

Navigate to Settings > Invoice Scheduler (Under Automation)

1. First, select which appointments do you want to invoice. Only the completed ones or both completed and assigned

2. Next set the schedule. You can select the invoices to run weekly/bi-weekly on a given day or monthly on a particular date. Once the selection is made, the system will show the date when the invoices will be run. 

3. You have the option to process payments for invoice after specified number of days from invoice creation. Check the Collect payment automatically and then enter the days after the invoice, payment should be collected. Please note this will only work if you have customer's credit card on file. 

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