If you wish to invoice organisations other than the Patient (i.e. Want to add your own appointment statuses? Read the How do I add an Appointment Status? Article Therefore, if you wish to charge for missed Appointments, you need to create an Appointment Status for them which is an End Status but is set to 'Patient Attending' Cancelled)Īny appointments with Statuses that are an End Status that indicate the Patient has not Attended (i.e. Booked, Complete), as well as ones that you don't (i.e. Want to add new Types? How do I add an Appointment Type?įurthermore, setting up different Appointment Statuses can help you to specify whether clients have attended or not and help to ensure that you only invoice for the correct treatments:Įnsure that you have added all of the Appointment Statuses you wish to charge for (i.e. Stay in the Appointment Types section (this should be open as a default)Įnsure that you have added all of the Appointment Types you wish to charge for, along with the correct prices
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Find out how to add these here -> What fields can I add to my Invoice?ĭifferent Appointment Types that you are going to charge for can be configured to have different prices that will automatically pull through onto your Invoices (but these can be manually altered). There are a number of fields that you can add to your invoices including hospital and NHS numbers. Check out how to do this here -> How do I add custom fields to my invoice?Ĭhoose what information appears on your invoices You can add any custom fields that you have created to your invoices as a variable. Once you have added the information that you would like to appear in your footer just click Save. You can also use it to insert images, annotations, links and variables. We know that HTML editors can be tricky, so if you're having trouble formatting the footer as you would like, please read How to use the HTML Text Editor or grab us for a chat! This uses the same HTML editor as you will find in other parts of WriteUpp, allowing you to format text in all kinds of ways. You are able to manually input any details into the footer of your invoice, including things like your practice address, telephone number, email address and payment details.
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You can also set the currency and payment term for your invoices here.Įdit VAT rates and change the discount code calculation setting under Basics too. Once an Invoice number has been set, you cannot go below this and revert to a smaller number. The value must be greater than the current maximum Invoice number. This only affects Invoices created going forward. This is useful if you want your Invoices to start at a certain number.
Pinpoint appointments that have not yet been invoiced WriteUpp provides a very simple mechanism to:Ĭreate Invoices for both appointments and expenses
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