Bill your sessions
Generate invoices in batches, filter your invoices and find them easily.
Generate and download invoices in batches
Select several appointments or all of a patient's appointments, generate the drafts at once and issue the final invoices in a batch or one by one.
Read guide· 5 minFilter your invoices and find them easily
Use the year, month, quarter, status and grouping filters on Invoices, and save each PDF with its invoice code.
Read guide· 3 minAdd your logo and stamp to your invoices
Upload the logo for the header and a stamp with your professional registration number, and turn on the stamp so it shows on your invoices.
Read guide· 3 minNumber your invoices: sequences and series
Create invoice series to separate types of invoice, such as consultations and training, and set how they are numbered.
Read guide· 4 minCheck your history, download quarters and review Verifactu
Filter your draft, issued or corrected invoices, download each quarter as PDF or Excel and understand the Verifactu status.
Read guide· 5 minCorrect an issued invoice
How to fix an invoice that's already issued by creating its corrective invoice, and how to see the link in the history.
Read guide· 3 minUndo a draft and return it to pending
How to undo an invoice draft so the appointment goes back to pending, and how that differs from correcting an invoice.
Read guide· 2 minTurn on Verifactu in your tax details
Upload your digital certificate and turn on Verifactu from Tax details, using test mode before live mode.
Read guide· 4 min