You issue an invoice from a paid payment. Supplier details and number series are set in Settings → Clinic profile.

Issuing an invoice

  1. Open the detail of a paid payment (from the patient card or from Payments).
  2. Choose Issue invoice and pick the buyer: the patient, or a company – see Buyers.
  3. Check the items and the VAT summary and issue the invoice.

PDF and sending

  • The PDF is generated in the background within moments; then download it with Download PDF.
  • Send by email sends the invoice to the patient or to the buyer's email.

Cancellation

An issued invoice is never changed or deleted. Cancellation (owner or admin) creates a credit note with negative amounts in its own series; record the money refund separately on the payment.