Overview
CompanyOn allows clinics and practitioners to generate invoices automatically or manually for services and products provided to clients.
Invoices can include:
• Services
• Products
• Membership charges
• Additional fees
• Taxes
• Notes and billing information
Invoices are connected directly to:
• Appointments
• Billing workflows
• Payment processing
• Client records
How Automatic Invoice Generation Works
Invoices are automatically generated when an appointment is checked in.
This helps clinics:
• Reduce manual billing workflows
• Improve billing accuracy
• Connect services directly to payment processing
What Happens During Check-In
When an appointment is checked in:
• An invoice is automatically created
• The invoice becomes available in the Billing module
• Payments can then be processed directly from the appointment or Billing module
How to Generate an Invoice Manually
Open the Billing module
Click Create Invoice
Select the client
Add the service or product
Configure pricing and quantities if needed
Add notes if applicable
Save the invoice
How to Add Products to an Invoice
Open the invoice
Click Add Product
Select the product
Confirm quantity and pricing
Save the invoice
What Happens Next
• Products become part of the invoice total
• Payments can be processed for both services and products together
Frequently Asked Questions
Are Invoices Automatically Generated?
Yes. Invoices are automatically created when appointments are checked in.
Can Invoices Be Created Manually?
Yes. Clinics can manually create invoices directly from the Billing module.
Can Products Be Added to Invoices?
Yes. Products and services can both be added to the same invoice.
Can Clients Pay Invoices Online?
Yes. Electronic invoices can be sent with secure payment links through Stripe.
Can Invoices Be Edited?
Yes. Invoices can be edited as long as payment has not already been processed.
Can Invoices Be Annulled?
Yes. Invoices can be annulled through the Billing module.
What Happens If a Stripe Payment Needs a Refund?
Refunds should always be processed before annulling invoices or receipts.