Invoices

Tax year filter

Switch tax year to review historical invoicing without leaving the Invoices screen.

Outstanding and paid

A running total of what is owed to you and what you have already received this tax year.

Filter invoices

Show only invoices that are:

• Awaiting payment
• Paid
• Not yet invoiced

Handy for monthly book-keeping and payment chasing.

The Monthly invoices button (Pro) is the main way to create a PDF. You can also long-press sessions on the Sessions tab and use batch Create invoice. Either way, one practice per PDF.

Create an invoice (Pro)

Create invoices by calendar month and practice, then preview and email. See the Features comparison for what is included.

Monthly invoices — choose a month and practice

1. Open the Invoices tab and tap Monthly invoices.
2. Choose Invoice month. Only sessions that are not yet invoiced appear.
3. Review the month summary, then tap a practice card. Each practice gets a separate invoice.

Review sessions

Deselect any sessions that should be billed separately. Create invoice · £… continues to the details screen.

Create invoice details

On Create invoice:

• Invoice reference — auto-suggested; edit if you need a custom number.
• Payee name — defaults from Settings → Invoice.
• Issue date
• Template — this invoice only; the default comes from settings.
• The session list and total. A pension summary appears if tracking is on and any selected sessions are pensionable.

Tap Generate invoice PDF, or Generate invoice & Form A/B PDFs when pension forms apply. Pro is required.

After you generate

Preview the PDF, share or save it, or open an email draft. To defaults to the practice NHS email when known; From comes from your invoice letterhead.

You can still create an invoice from the Sessions tab by selecting sessions and using the batch Create invoice action. Sessions on one invoice must be from a single practice.

Payment chasing (Pro)

Enable automated reminders for unpaid invoices in Settings → Notifications.