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.

Create an invoice (Pro)

Create invoices by calendar month and practice — one practice per PDF — then preview and email. See the full Features comparison for what’s included.

1. Open the Invoices tab.
2. Tap Monthly invoices (Pro).
3. Choose the month, then a practice with uninvoiced sessions.
4. Review (and optionally deselect) sessions, then create the PDF.
5. Preview, share, or email the invoice from the success screen.

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.