Payments & Invoicing
Send an invoice
Bill a client by creating an invoice - either a custom one you build, or one generated from their completed visits - then send it. Invoices start as a draft, so you can review before it goes out.
The short version
- Create an invoice - custom, or generated from unbilled visits.
- Review the draft.
- Send it.
On your phone
- On the Billing tab:
- For a one-off bill, tap + Custom Invoice, pick the client and pets, add line items, and tap Create Invoice.
- To bill completed visits, open Unbilled Sessions, pick a client, and tap Generate Invoice.
- Open the draft invoice and tap Send Invoice.
On the web
- On the Financials page, click Custom Invoice to build one, or Generate Invoice to bill from unbilled visits.
- Review the draft, then click Send Invoice.
Good to know
- Invoices are created as a draft first, so you always get a chance to review before sending. Use Resend Invoice to send it again if needed.
- To bill a client automatically on a schedule, see Set up recurring billing.
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