Creating an invoice summary

You can also create an invoice summary for a client, which allows you to bundle together already paid bookings. This is often utilised when the client wants a list of paid services to give to their health insurance provider rather than having to supply each individual invoice.

Steps

1. Navigate to the Clients menu >search for a client > select History tab

2. Select the Multi Select icon

3. Select desired paid bookings to be bundled.

   1. Note: if any unpaid bookings are selected they will simply not be added to the statement.

4. Select the Create a paid invoice summary link under the list of bookings
   

   

5. View or Email the Summary
   

   

6. Example Summary statement
   

7. Any Summaries will also appear in the History tab as follows