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Help CenterInvoices & payments

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Invoices & payments

Invoices, receipts, payments, refunds, discounts and GST.

  • How invoices work Each completed visit has an invoice that becomes a receipt once paid.
  • Recording a payment Log cash, card, e-transfer or insurance payments on an invoice.
  • Refunding a payment Record money returned to a client.
  • Discounts and write-offs Lower the price of a visit, or stop collecting a balance.
  • Emailing receipts and downloading PDFs Send receipts automatically or by hand.
  • Adding GST to invoices When you need to charge GST and how to turn it on.
  • Your logo, signature and terms on receipts Make receipts look professional and insurance-ready.

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