Services are what you charge for, with a price, a tax and optional consumables. Set them up carefully once and invoices mostly write themselves.
What a billable service is
Billable services are the things you charge for: the list staff pick from on an invoice, and the items an appointment type bills automatically. They're separate from appointment types, which are what you book; a Physio – 45 min appointment type bills the Physio consultation service. Open Settings, then Billable Items, and select a service or start a new one. The list is one for the whole clinic; every location uses it. Each service has four sections.
- Info: the Name and a Category for grouping the list, such as Consultations or Treatments.
- Pricing: the Price, labeled tax inclusive or tax exclusive according to the clinic's tax method, and the Tax rate or N/A. The list shows each service's price with tax so you can see what the patient pays.
- Concession pricing: a reduced price per concession type; see Set concession prices.
- Cost estimate: the consumables used and the margin; see Estimate the cost of a service.
Changing prices and retiring services
A price change applies to invoices created from then on. Appointments already booked keep the price fixed at booking, and invoices already issued aren't touched. Archive a service you no longer offer with Archive on the service; it leaves the invoice item search and online booking's prices, stays on past invoices, and appears under the Archived filter where it can be brought back. Products are managed on the Products page, not here; see Manage products.