Create and present an invoice
Invoices move from draft to presented before payment is collected. Estimates remain separate until converted.
Before you begin
Only admins and front desk staff can create or change invoices.
1. Review the draft
Open Billing and expand the invoice. Confirm the client, patient, line items, quantities, prices, tax, total, and due date.
2. Mark the invoice as sent
Use Mark as Sent when the invoice is ready to present. A sent or overdue invoice with a remaining balance can accept payment.
Invoice · BuddyDraft
Wellness exam1$96.00
Vaccination2$88.00
Total$184.00
3. Choose how to deliver it
Download the invoice PDF, review it with the client, or email a secure payment link when the client has an email address and outbound email is configured.