TheraPlatform (depending on the plan) offers both manual and auto invoice functions.
With our manual option, you would need to manually create each invoice.
With the auto option, our system will automatically create invoices (and/or automatically send to your clients) according to the frequency you set up under Settings.
Note: If you wish to automate invoice creation for most clients but you have a few clients that you don't wish to automate invoice creation for, you can disable auto invoice creation for certain clients. Refer to this article to learn how to disable auto billing for certain client.
Important: Set the below to create invoices:
- First, set up your practice, set up your billing, and add your services under Settings
- Optionally, you can add your logo under Settings > Portal > Logo if you want your logo to show on your invoices
- Optionally, add footers for your invoices under Settings > Billing > Settings > Edit Footers
- Add your clients under Clients and their demographic information. You can add demographic information under the client's chart yourself or you can request demographic information from your client
- You also need to schedule sessions on the calendar and enter your service while scheduling.
Enable automatic invoice creation
With this option, invoices will be created by our system for you for all past meetings that have associated meeting services.
For more information, please review How to Enable Automatic Invoice Creation
Manual Invoice Creation with multiple workflows
Workflow # 1 from To Do (invoice batching)
Step 1: Click on To Do > Uninvoiced Sessions.
Step 2: A list of sessions that occurred but were not invoiced yet will show. Click on the blue button Invoice All.
Note: With the Invoice All option, our system will create multiple invoices for multiple clients (batching). To view invoices that were created, click on the Invoices tab. You can also view invoices from Billing > Invoices and from the client's chart and calendar. This article reviews how to view invoices.
Workflow # 2 from Billing Link (invoice batching)
Step 1: Click on Billing.
Step 2: Under Sessions > Uninvoiced tab, click on Invoice All to create invoices for all finished sessions.
If you do not select the client account in the search box, the system will create invoices for all your client accounts.
If you select the client, the system will create invoices only for the client you selected. To select one client, click on the funnel icon (on top) and start entering the name of the client. Click on the name and the invoices that need to be created for this client will be displayed. To enter another name or to see all sessions for all clients that need to be invoiced, go back to the funnel icon and clear the name. The empty box will pull all sessions/invoices.
Workflow # 3 from Calendar
Step 1: Click on the scheduled meeting on the calendar
Step 2: At the bottom of the pop-up box, click on Add Invoice.
Step 3. When the invoice is created, you will see a pop-up message in blue that the invoice was created and you can click on the View Invoice button at the bottom of the pop-up to view the invoice
After you create invoices, you can send them over to your clients and you can also collect payments or post payments.
Workflow # 4 from Client's Chart
Step 1: Click on Clients.
Step 2: Click on the eye icon next to the name of your client or start typing the name of your client in the top search Client bar to open the chart.
Step 3: Click on Sessions > Uninvoiced
Step 4: Select the meeting services you wish to invoice and click on Invoice Selected or click on Invoice All to invoice all services. These services will then move to the Invoiced , where you can review invoices. You can also access invoices from the chart< Billing<Invoices.
Related Articles
Send an Invoice to Your Client
How to post payments and collect credit card payments (How to charge your clients)
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