Creating Invoices

Creating Invoices

In MediBooks there are a couple of different ways to create invoices. This article will provide a brief overview of each of these methods and where to find more information, as well as how to use the invoice screen.

The most common way create invoices is by creating individual invoices from the accounts of each customer/business. This can be useful for creating invoices for appointments or services provided to customers. If you are looking to create an invoice for a customer this is likely what you are looking for. To learn how to do this please read: Creating Individual Invoices

It is also possible to bulk create invoices for multiple customers at once by using one of the below methods:
  1. Invoices can be created for selected members of third parties. Information on this can be found inside our Creating Invoices Using Third Parties article.
  2. Using Billing Tasks you can create charges for multiple customers at once based off their billing task. To learn about this please read our Creating Invoices Using Task Scheduling article.
  3. Customers can be grouped together, these groups of customers can then be invoiced. To learn about this please read our Creating Invoices Using Customer Grouping article.
For information on how to use the invoice screen such as adding items to invoices or what a button does, please read: Using the Invoice Screen

    • Related Articles

    • Creating Invoices Using Task Scheduling

      There are a couple of different ways to create multi-recipient invoices from the Task Scheduling tab, this article covers creating invoices for members of a Statement Billing Task. Go to the Administration tab, and click [Task Scheduling]. Click the ...

    • Creating Individual Invoices

      Open the customer tab and click [Customer Search] to open the search page. Enter the name of the customer or business you would like to create an invoice for into the "Name" box and click [Search for Matches]. Click the name of a customer to select ...

    • Creating Invoices Using Third Parties

      Open the third party tab, and click the third party you would like to create an invoice for customers. Select [Invoice] from the ribbon bar at the top of the page. The invoice dialog will open. The table on the top left of the screen can be used to ...

    • Creating Third Party Schedules

      Open MediBooks and select the Third Party Tab. To begin using Third Party Schedules, you will need to ensure you have selected the [Schedule] Billing Type when creating the Third Party Provided this has been selected then you can create schedules as ...

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      Go to the Administration tab, and click [Customer Grouping]. Click "Invoice..." hyperlink, will allow any members of the customer group to be invoiced. Suggested articles: Adding customers to a customer group: Setting Billing Information Properties. ...