PracticeSpace enables you to bill your clients for any service.
This is an easy and secure way to
Collect payments and have them deposited directly into your bank account
Keep a record of all the payments that have been received, and
Identity the invoices that are still outstanding
To create a new Invoice
1. Log into your PracticeSpace account by clicking on the button below:
2. Go to the Money tab from the left menu
3. Click on the "Invoices" tab
4. Click on the "New Invoice" button
5. There are a number of fields that you'll need to fill:
Field Name | Description | Type |
Bill To | This is where you'll select the client you want to invoice. | This is a dropdown field that shows you all your active clients |
Status | This allows you to set the Status of the invoice | Dropdown with the following options:
|
Invoice Date | If an invoice is auto-created, the invoice date is set to the "Appointment Date" | This is a date field that can be edited at any time. |
Due Date | This is the due date of the invoice. After this date, if unpaid, the invoice will be marked as overdue. | This is a date field that can be edited at any time. |
Invoice Number | This is the identifier of the invoice. If a value is not entered at the time of creation, an invoice number will be automatically added. | This is a text field and can be edited at any time. |
Line Item - Description | This is the description of a line item in this invoice. | This is a text field. |
Line Item - Quantity | This is the number of goods or services. | This is a number field. |
Line Item - Item Price | This is the price of the goods or services. | This is a number field. |
Line Item - Amount | The total amount of the line item (Quantity * Item Price) | This field is automatically calculated. |
Sub Total | This is the total amount of the invoice | This field is automatically calculated. |
Total Due | This is the amount of the invoice that remains to be paid.
If a payment has been credited to this invoice, the total due will display the amount that remains to be paid (0 if the invoice is fully paid) | This field is automatically calculated. |
6. Once you’ve entered all the information, you can choose to Save the invoice, or Save & Send it to your client.
7. If you send an invoice to a client, they will receive an email notification informing them of this new invoice.
Video walkthrough of Invoices