Create an Invoice

Client invoicing in Therapyzen all takes place on the ledger section of a client record. Invoices can be created manually or with the help of using the Appointment Check-In process available on the Therapyzen dashboard.

From the client ledger, you can create an invoice, process payments, issue credits, create write-offs, print invoices, and create superbills.

The Client Ledger

1. Getting started

Navigate to the client record that you would like to create an invoice for.

2. The client ledger

Locate and click the Ledger tab on the client record.

3. To create an invoice

Click the Create Invoice link in the ledger action menu to create a new invoice.

4. To edit an invoice

Fill out the invoice form completely to ensure a comprehensive and detailed invoice. Use the Add an Invoice Item button to include additional fees or charges on the invoice.

Click Save Invoice to store the invoice in the Open Invoices grid of the client ledger.