Seemless invoicing, directly from your account
Generate invoices instantly directly from the calendar. Add multiple services or products, and apply multiple payments if needed, i.e. cash and credit card.
Client, Parent or 3rd Party
Set invoices to be payable by the client directly, or allocated to a third party such as parent, employer or insurance provider.
Set your invoices to auto-populate any required content including client insurer details, referral information, payment options and clinician information.
Set a client’s invoice to be deidentified and their name will be replaced with a client ID. Perfect for invoicing third-parties such as employers.
Send lots of invoices to one client or third party? Streamline with statements.
Combine Multiple Invoices
One client or many
Resend or Recreate
Integrated Credit Card Processing
Two minute setup, no monthly fees
Our integration with Stripe enables you to accept credit cards payments. It super simple to setup and use, is fully PCI compliant, and you don’t need a terminal!
Get Paid when Clients Books Online
Turn on credit card processing for your Client Portal and you can either require, or give clients the option of paying for their appointment when they book online.
Get Paid when Clients Attend
Seemlessly process credit cards from within your account. Even if you decide to keep your existing terminal, our Stripe integration works great as a backup, and for processing payments on the go from your smartphone or tablet.
Integrated for Easy Lodgement
Our Medicare, DVA and HICAPS Go Integrations are completely Free!
Payment and Reconciliation
Custom Payment Types
Customise payment types to reflect the payments your business accepts.
Run an Activity Report to see the totals received for each payment times over a day, week or any period desired.
Record prepayments and then apply this credit to a client’s invoices over time.
Fast Bulk Payment Management
Apply bulk payments to a client or Third Party and then quickly apply this across their outstanding invoices.
Outstanding Account Management
You’ve done the work, it’s time to get paid!
Generate Aged Receivable and other financial reports to see exactly who owes you money, and length of time overdue. Click on the client’s name to drill down into the details. Learn about more reports.
Visual alerts in the Calendar highlight anyone with outstanding invoices. See a summary of a client’s outstanding account on the calendar page too!
New Appointment Warnings
Add a custom pop up alert, or block a client with overdue invoices from having new appointments booked.