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Features

Invoice Settings

Professional invoicing configured exactly the way you need.

play_circle Watch the Tutorial

Configuring Invoice Settings

Set up your clinic branding, VAT number, payment terms, and auto-invoice rules in just a few minutes.

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Admin Guide · 4 min
receiptInvoice Configuration
LOGO Your Clinic VAT: GB 123456789 SETTINGS Payment Terms Net 14 days ▾ Auto-Invoice on Completion Currency GBP £ ▾ Save Settings

Customise your invoice template with your clinic logo, address, payment terms, and VAT settings. Configure automatic invoice generation on appointment completion, set up accepted payment methods, and integrate with Xero or your accounting software for seamless bookkeeping.

How It Works
01
Go to Admin → Settings → Invoice Settings
02
Upload your clinic logo and enter your business address and VAT number
03
Set your default payment terms, late payment policy, and accepted payment methods
04
Enable auto-invoice generation so invoices create the moment an appointment is completed
Key Features
monetization_on Custom Logo & Branding
monetization_on VAT Configuration
monetization_on Auto-Invoice Generation
monetization_on Multiple Payment Methods
monetization_on Xero Integration
monetization_on PDF & Email Delivery
monetization_on Payment Terms Setting
monetization_on Invoice Number Prefix
Pro Tips
lightbulb Include your VAT registration number on every invoice if your business is VAT registered
lightbulb Set Net 14 payment terms as your default to manage cashflow effectively
lightbulb Use location-specific invoice number prefixes to identify which clinic raised each invoice