Create Invoice
How to create an Invoice in Caspen?
Last updated
How to create an Invoice in Caspen?
Last updated
Generating invoices is a fast and straightforward process! You have various options for creating an invoice:
Using the calendar.
Through the Billing tab.
Via the client's record.
From a contact record.
Using the Billing tab option:
Click the '+ Add Invoice' button and fill in the necessary information to generate your invoice:
Client - The individual or company being invoiced for the services provided.
Practitioner - The practitioner who delivered the services.
Location - The business name where the services were provided.
Issue date - The date when the services were provided.
Due date - The deadline for invoice payment.
Invoice number - An option to manually input an invoice number, overriding the auto-generated one.
Invoice to - A third-party contact responsible for paying for the services provided to the client.
When an invoice is first generated, it will be saved as a Draft invoice, allowing you to add or remove invoice items during this stage.
Click on '+ Add item' and choose the service you wish to include from the provided list of predefined services. You also have the option to add a custom item that is not listed in your services selection.
In each invoice item, the following settings can be adjusted:
Price: This represents the cost of the service being invoiced.
Quantity: This can be specified in terms of hourly units or as a product quantity, depending on whether the service is priced at a fixed rate or billed per hour.
Discount: This can be applied as a fixed dollar amount, for example, a $10 discount, or as a percentage, such as a 10% discount.
Tax: This determines whether the item is subject to tax.
When generating an invoice for a client, you'll also likely need to collect payment from them. The invoice has two Payment selections:
Pay later - The invoice will be marked as open to await payment.
Pay now - A payment for the total amount will be applied to this invoice. You can also select the method of payment used by the client to match your bank statements.
