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Raising Invoices from the Diary

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Can you create a Product support article from this transcript using sentence case headings and English words rather than American. Don't include the timestamps:

0:01 In this video, I'm gonna show you how to raise an invoice from the diary. So, I'm in the diary looking at my practitioner. 0:10 I can see that there is appointment this afternoon, and if I click on that appointment, I'll see a sidebar pop out with a strike box that gives me the option to create a strike invoice. 0:21 So if I click this button, I'll be taking a invoice flow, and from here, I can do a couple of things. 0:29 Umm, I can change the strike customer to be somebody else, if the person that is default is not the correct one that I want to bill. 0:38 I can start adding my items, so I want to bill for this appointment. So I'll search for my items, in the strike, and, add the price that I want. 0:51 I'll set whether I want to request the payment, or take the payment now. I can take the payment now using a card reader. 0:58 Uh, saved card on the patient, umm, is file. And I can also take an external payment like a bank transfer. 1:05 And that just marks the stripe invoice, umm, as paid, by an external source. So I'm going to request the payment, I'm going to set the due date for a week from now. 1:16 So the patient has some time to make the payment. And what will happen is that past the due date, it will set the invoice as overdue. 1:26 There's a couple of additional options I can add here. For example, insurance, details and diagnosis. Um, I can also add a memo, hide the patient's information from the invoice. 1:35 And as you can see at the, bottom, because I've come through the diary, I can see that the appointment is already linked to this invoice. 1:43 So all I have to do now is, uh, finalize and send the invoice to the patient. And I will get confirmation, and then I can view the status of the invoice. 1:56 So as you can see now, the diary view, the appointment, that I just raised an invoice for is currently outstanding, so it will make the, um, appointment turn yellow to indicate that there is an outstanding invoice. 2:09 I can also click the top here to view the invoice and its information. As you can see, the invoice is currently open, indicating that it is unpaid.

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This support article explains how to create and send an invoice directly from your diary view.

When viewing your diary, you can see all scheduled appointments for your practitioner. To create an invoice:

After clicking the "Create invoice" button, you'll enter the invoice flow where you can:

You have several options for handling payment:

When requesting payment, you can set a due date. After this date passes, the system automatically marks the invoice as overdue.

Before finalising the invoice, you can:

The system automatically links the appointment to the invoice when created from the diary. To complete the process:

Once an invoice is created: