Setting your invoice defaults
Go to your settings and open Invoice settings to set the defaults that apply to every new invoice, so you're not adjusting the same things by hand each time.
Numbering and title
Set the heading shown on every printed or emailed invoice — Tax Invoice, for example. Choose a number prefix, such as INV-, and the number your invoices should start counting from.
Due dates and payment allocation
Set how many days after issue an invoice is due by default. Choose how a patient's payment should be allocated when it's applied: across all invoices starting with the oldest, starting with the newest, only against the invoice it was taken for, or left for you to allocate manually every time.
What shows on the invoice
Choose whether unit prices are shown excluding tax, and whether to include the patient's date of birth, their next appointment, or the appointment's duration — useful detail for some clinics, unnecessary for others.
Default notes and footer
Set default notes — payment terms or bank details, for example — that appear on every new invoice automatically, plus a footer or offer text if your clinic wants one included.
Automated invoice emails
See invoice status email notifications for the separate templates that go out automatically when an invoice is paid, still outstanding, credited, or written off.