Invoices are financial documents used to demonstrate balance owed by a client for services rendered. Invoices are generated for every billable item. They are supplied to clients to request that they pay for your services.
Owl's Two Invoicing Methods
There are two invoice creation in Owl. You can choose a preferred invoicing method for your entire clinic, or assign them on a client by client basis:
- Create Automatically
- Create Manually
Create Automatically
This is the default invoicing method when you start an Owl account. Create Automatically links the generation of an invoice to marking attendance. When Invoice Automatically is enabled and you mark attendance for a session, Owl automatically creates the invoice. Because attendance is marked on a session by session bases, Auto-Invoicing always creates one invoice per session.
Create Manually
Allows you to customize your invoices to include multiple sessions. When Invoice Manually is enabled, marking attendance does not generate the invoice. Rather, you will mark attendance session by session, and at the end of the billing period manually generate one invoice with multiple sessions.
When deciding between the two invoicing styles, ask yourself:
- Do the majority of my clients pay at the end of their sessions, or on a session by session basis? (Invoice Automatically)
- Do the majority of my clients prefer to be billed monthly or quarterly? (Invoice Manually)
- Do the majority of your clients pay at the end of their sessions, but a few prefer to be billed monthly? (Invoice Automatically with a few clients set as Invoice Manually)
Configuring Your Preferred Invoicing Method
You will configure your invoicing method for your practice as a whole under Settings > Payment Details. If you plan to use Invoice Automatically, you do not need to update anything. As this is the default method, all new Owl accounts are set to Invoice Automatically.
If you plan to use Invoice Manually, please head to Settings > Payment Details and adjust the "Invoice" setting to "Invoice Manually."
Once you set your preferred invoicing method under Payment Details, all new clients will be set according to your preference.
If you have opted to use Invoice Automatically for your clinic, but have a few clients who you would prefer to Invoice Manually, you can do so by adjusting their client payment terms:
- Head to the Client Profile > Contact & Clinical > Account Details.
- Click the Edit button in the bottom right.
- Use the Payment dropdown to select Create Manually for the Invoice setting
- Click the green Save button.
Please review the following articles to learn how to generate Invoices with the Invoice Manually setting, or for completing the rest of the Billing Process: