Invoices and Payments

Learn how to create invoices and payments for both your Clients and Third Party Billers.

In this section

Invoicing Process and Statuses

Search for a Transaction

Add a Third Party Biller

Create a Client Invoice

Create a Manual Invoice

Create a Third Party Biller invoice

Create a Manual Third Party Invoice

Create a Split Invoice

Edit an Invoice

Edit a Paid Invoice

Add an Appointment's Item to an Existing Invoice

Void an Invoice

Create a Statement

Selecting a Different Invoice Template

Create a Payment for a Selected Invoice

Create Payments for Multiple Invoices

Add a Credit to an Account

Make a Partial Payment

Create a Refund

Create a Partial Refund

Void a Refund

Managing, Customising and Printing

Discounting

GST Rounding

GST Examples