Invoices on SIF Health are created automatically to save you time and help reduce your admin, and they can also be created manually. Likewise, you have the ability to add lines to any invoice, to save you having to do this manually.
Each time a booking is made, an invoice is created. If payment is made through SIF Health at 0.49%, then the invoice is updated automatically. If you're handling payment yourself, then you can manually update payment either through the appointment pop-up in the calendar, or via the invoice.
For the client then it appears on their 'manage appointment' modal in place of where the basic payment amount used to appear so there are no additional emails or steps for them to take.
How to edit the invoice settings
- Select 'Invoice Settings'
- In here, you can edit the 'Invoice Number' so that the invoices don't start at 0, the format of the invoice number, add your VAT number, and edit any default payment descriptions
- Ensure you click 'Save' once done
Here is a quick video on how to utilise invoicing:
How do I mark an invoice as paid if I didn't take payment via the system?
You can still do this, it just requires a manual process rather than being automated. Please watch the video above from 1min 38 seconds to see how.
How does it affect existing Stripe bookings made before invoicing was put in place?
The only thing that will have changed is that an invoice shows instead of just a price. You have the option to mark the invoice as paid as per the video above and it will automatically be marked as paid when a client pays.
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How to email a client an invoice?
Simply find the invoice, and click 'share' at the top of the invoice. On the pop-up, there is an option to send the invoice via email to the client.