Create and send invoices through EasyPractice

Emil Højbjerg
2 minute read
Example of an invoice sent to a client

We’ve included a simple invoicing functionality in our booking system, to ensure that anyone can figure it out. Why write them by hand, or use Excel, when it can be done in a few clicks, right? 🙂

You can actually create an invoice in three different ways, and they are presented below.

1) Create invoices through the section called ‘Invoices’
When you log in to EasyPractice, there is an entire section called ‘Invoices’. When you click ‘Create Invoice’ you’ll be able to choose which client it concerns and you’ll get an invoice that is editable. When the invoice is completed, you’ll have a PDF that can safely be emailed to your client.

Guide to create and send invoices through EasyPractice

2) Create invoices through a clients’ profile
Another way to create invoices is to go to your clients’ profile in the section called ‘Clients’, and then the tab called ‘Invoices’. From here, the procedure is the same as before.

Guide to create and send invoices through EasyPractice to a certain client

3) Create invoices through a booking
You can also choose to create invoices through the booking itself (the colored square) in your main calendar. Just click it, and you’ll be able to create an invoice as shown in the image below:

Example of a appointment overview with a certain client

NB! If you go to ‘Settings’ and then ‘Invoices’, there are plenty more functions you can check out. For instance, you can edit the email that will be sent out along with the invoice, and chance the due date. You can also add your logo, which will be shown on your invoices.

If you have any questions regarding invoices or credit notes, then write to [email protected] 🙂

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