Calendar & appointments
Completing a visit and creating the invoice
Close out an appointment, then invoice and take payment.
When the session is over:
- 1Open the appointment and choose Complete.
- 2CliniqSync creates the invoice for that visit, with the service, any add-ons and your practitioner details.
- 3Record the payment on the invoice, or charge a card if card payments are connected.
- 4Write your SOAP note whenever suits you.
Good to know
An unsigned consent form or an unfinished note never blocks you from completing a visit or creating the invoice.
Updated October 12, 2026
Was this article helpful?
Still need help?
A real person reads every email, usually within one business day. Please don't include client health details.