Create an invoice and record a payment

Create the invoice

1. From the visit (or Billing → Invoices), click New Invoice.
2. Services performed during the visit are pre-filled — adjust quantities or add items.
3. Apply a discount if authorized, then save.

Record the payment

1. Open the invoice and click Record Payment.
2. Choose the method (cash, card, transfer) and the amount — partial payments are supported.
3. The remaining balance stays on the invoice until fully paid.

Every payment is logged with the user who took it for end-of-day reconciliation.