Articles on: Info

Auto Invoice Appointments

Auto-invoice Appointments

ClinicYou automatically creates an invoice item for each appointment created in the app. This is useful to remind the admin staff to invoice for the episode. However, if your workflow does not involve this kind of action, you can disable this. Just go to Invoicing tab and you will see the checkbox to disable this action (this is also there in the Clinic Settings area in My Account).

Displaying Invoice Items

ClinicYou shows ageing invoice items and those that are due today. This is to prevent cluttering up the invoicing UI - but you can choose to show future invoice items if you wish. Just click the checkbox on the invoicing page.


Invoice Filters

Updated on: 24/01/2022

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