Invoicing, payments and purchases
Everything you need to know to keep your finances in order
47 articles
- Create an invoiceRaise an invoice from a calendar appointment or directly from a client's file.
- Linking Invoices to Appointments
- Quantity invoicingRaise an invoice that has the quantity amount for correct billing
- Exporting and Importing MYOBYou can export and import data into MYOB
- Item numbers and service types for invoicesAdd, edit and delete service types for your invoices
- Invoice an InsurerMake a standard invoice for third party providers
- Apply a payment to an invoiceApply and edit a payment to an individual invoice
- Invoice a private health fundMake a standard invoice for private health fund for easy claiming
- Raising credits and refundsManaging refunded invoices and raised credits in coreplus
- Stockable ItemsCreate a stockable item
- Unlock an invoiceEdit a locked invoice or multiple locked invoices all for the same client
- Other things to do with an invoiceEdit, preview, print, PDF email or delete an invoice
- FAQ | Invoicing, payments and purchasesFrequently asked questions related to invoicing and payments
- Appointment to invoice creatorMaking batch invoices through the appointment creator
- Combine and print multiple client invoicesCombine a client's invoices into one or print out a selection of invoices for a client
- Batch invoice payment for a clientApply a batch payment to a client's outstanding invoices
- Batch invoice payment for multiple clientsApply a single payment from an insurer or third party to multiple clients
- Print or pay batch invoicesProcess batch invoices after they have been created
- SMS outstanding accountsThis is a useful feature which allows your practise to send out SMS reminders to accounts with outstanding invoices
- Selecting preferred payment methodsSet your preferred payment methods to apply to future invoices
- Appointment cancellation rulesAutomatically raise an invoice or notify staff when a client's appointment is cancelled
- Set up an invoice print templateControl the look and feel of your invoice printouts
- Setting up QuotesSee how to create quotes to send to your clients in coreplus
- Invoice populatorDetails on how to use and add different populator templates.
- Adding WagesAdd wages into coreplus to help with reporting at the end of the financial year
- Write Off Bad DebtEasily manage your accounts for non payment
- Create a purchase categoryPurchase categories are used to group together different purchases based on the needs of the practice
- Add a purchasePurchases made for the practice can be recorded and categorised to help with organising inventory, finances or taxes
- Create and loan an assetCreate assets, loan out equipment, and manage your overdue loans
- Pair your terminal with coreplusConnect and sync up your Tyro Health terminal with coreplus
- Getting Started with Tyro HealthEnable your Tyro Add On
- Reverse/Refund a Tyro Health EFTPOS paymentReverse or refund an EFTPOS payment back onto the client's card
- Process a Tyro Health health fund claimProcess a private health fund claim through your Tyro Health terminal
- Balancing out an overpayment (Tyro Health)Learn how to balance out the payment if you take an overpayment via Tyro Health
- Cancel a Tyro Health health fund claimCancel a private health fund claim that was processed through your Tyro Health terminal
- Take a Tyro Health EFTPOS paymentApply a Tyro Health EFTPOS payment to an individual invoice
- Getting started with Pin PaymentsEnable the Pin Payments add-on for your patients to pay their invoices online.
- Initiate an online payment with Pin PaymentsProcess an online payment on behalf of a client.
- Send Pin Payments linkInitiate a Pin Payments so your clients can pay their invoices online.
- Pin Payments card storageSave your clients card details with Pin Payments to process online payments. Remove card details if no longer needed.
- Refund/Reversing a Pin PaymentProceeding with a pin payment refund or reversal on an invoice
- Getting started with XeroEnable and sync your Xero Add On
- Xero Sync MethodsDetermine which sync method better suits your business needs
- Enable client details to sync with XeroAllow your client's details to feed through to your Xero account
- Troubleshooting XeroFind solutions for common Xero sync errors
- Xero FAQsFrequently asked questions related to our integration with Xero