Caspen
  • Getting Started
  • Using Caspen
    • Calendar & Appointments
      • Appointment Management
    • Waitlist
    • Clients
      • Add Client
      • View Client
      • Edit Client
    • Billing
      • Invoices
        • Create Invoice
        • Delete Invoice
        • Void Invoice
      • Payments
        • Adding Payment to Invoice
        • Add New Payment
        • Refund Payment
        • Void Payment
    • Services & Categories
      • Add Services
      • Add Category
    • Contacts
      • Add Contact
      • View Contact
      • Edit Contact
    • Practice Setup
      • Update practice profile
      • Update user information
      • Organize user groups
      • Understand user roles
      • Add new locations
      • Archive Locations
      • Add more users
      • Availability setup
    • Settings
      • Account settings
      • Billing
        • Invoice settings
        • Taxes
        • Payment methods
      • Templates
      • Appointments
        • Cancellation Reasons
Powered by GitBook
On this page
  1. Using Caspen
  2. Billing

Invoices

Invoices in Caspen?

PreviousBillingNextCreate Invoice

Last updated 1 year ago

Go to Billing -> Invoices ()

Before creating an invoice, make sure you have set up the invoice defaults under the Settings -> Billing section so your invoices include all the necessary details, such as payment terms, tax options and invoice numbering.

What can be included in an invoice?

  • Services

  • Services Linked to Appointments (Generated from the calendar)

  • Custom items (Where you can create your descriptions as needed)

Invoice Status Definition

  • Draft -

  • Open -

  • Paid -

  • Voided -

https://app.caspen.com/invoices