Create an invoice from multiple appointments

Create an invoice from a number of appointments. Useful if you want to generate an invoice for a client after a period of time (eg. if you want to invoice at month-end or on a weekly basis).

Create an invoice from multiple appointments

Adding many appointments to an invoice is easy. Here's how:

  • Find the client by going to Clients and click on the Account tab.
  • Select the appointments you'd like to invoice for, a menu with three options will open (adding medical coding, create the invoice or add a received payment). Select one of the options, whichever applies to you and continue on the invoice creation path.
  • Once you've finished working on your invoice, you'll be able to send it by SMS, email and WhatsApp.
Published: February 1, 2022
Last updated July 15, 2025
background