Auto Invoicing

Automate invoicing. Create service-based billing rules that save time, reduce errors, and get you paid faster.

Go to Invoices.

Click on Auto-invoicing

Click on add rule.

Name the auto invoicing rule. Determine how frequent the rule is and when it executes. For example 1st and 15th of the month at 2pm.

Select which services this rule applies to.

How the rule selects whom to invoice. You have 2 options:

All clients except for the following: means the system will scan for unbilled appointments for all clients (you can except (opt-out) specific clients).

Only the following clients: means the system will scan for unbilled appointments only for these clients.

Decide what happens:

The system will find clients who have un-invoiced appointments. Use the 'When this rule is executed' setting to determine whether:

- invoices are automatically created and marked as Unpaid,

- invoices are automatically created, marked as Unpaid and sent to the client,

- invoices are automatically created and charged.

You can see the history of the invoice generation. Click on one to see details about which clients got invoiced.