Ways to raise an invoice

All the places an invoice can start, from checkout on the calendar to the patient's card.

Table of Contents

From the calendar: click Checkout on the appointment.
From anywhere: open Create and choose Sale, or press SHIFT + S.
From Money: click Create invoice on Invoices.
From a quote: click Convert to invoice.
From a patient: use Financials, then Invoices.

All open the same till, with the patient already chosen where possible.

Up next

Next, read Add custom fields to invoices.