Billing and payments

How to view or download a branded invoice

Open the invoice detail and create a client-ready PDF with clinic and payment information.

Step by step

  1. 1

    Open Billing or the client's Billing tab and select the invoice number.

  2. 2

    Choose View invoice to inspect totals, payments, tips, and status.

  3. 3

    Choose Download or the available delivery action for the PDF.

  4. 4

    Confirm the clinic logo, contact details, service lines, tax, tip, payment method, paid amount, and balance.

What should happen

The screen view and downloaded PDF present the same accurate, branded invoice information without crossed text or unnecessary whitespace.