AppointmentGuru's invoicing is designed to simplify your invoicing process for clients. This page provides an organised overview and links to additional information on specific invoicing features.

1. Add the business information that needs to appear on invoices

Ensure that your billing information, logo, and notes are automatically added to your invoices: Add your invoicing settings.

2. If submitting to medical aids, add your client's medical aid details to their profile

Your client's personal and medical information (address, medical aid details, etc) only needs to be entered once per client: Adding medical records.

3. Add line items to an appointment so that it's ready for invoicing

As you finish an appointment with a client, update the appointment with any relevant codes, notes and information: Adding medical coded line items to your invoice.

4. Send one invoice for one appointment

If you need to send a once-off invoice for a single appointment: One invoice for one appointment.

5. Send one invoice for many appointments

For clients who see you repeatedly, consider sending a single invoice for multiple appointments: One invoice for many appointments.

6. Adding a discount

Sometimes you'll want to offer a discount: How do I give a client a discount for an appointment?.

7. Sending your invoice and reminders

You'll be able to send invoice reminders by email and/or SMS: Sending your invoice and automatic payment reminders.

8. Submitting invoices to medical aids

If you're a medical practitioner and need to mail an invoice to a specific medical aid, it can be done: Submit an invoice to medical aids.

9. Marking invoices as paid

Reconcile your appointments and invoices by marking them as paid as the money rolls in: Marking an appointment and invoice as paid.

10. Sending a statement

Generate statements showing due and/or paid invoices: Sending a statement.

11. Invoicing for classes

Classes functionality isn't yet available but we have a workaround if you want to invoice and offer classes in the meantime: Invoicing for classes.

12. Accepting payment by Yoco

AppointmentGuru's handy Yoco integration: Using Yoco with AppointmentGuru.

**13. How do I export my invoicing data?

Visit dashboard.appointmentguru.co to view and export reporting on your invoices and appointments.