Skip to main content
All sample exercises

Prepare and review an invoice

Check the details before an invoice leaves the practice. See the preparation and review steps in this 41-second sample walkthrough.

Recorded on 3 October 2026 using invented people and records. Silent video with English captions. It stops before sending an invoice or collecting payment; clinic configuration and enabled services are agreed separately.
Try the sample practiceExplore billing and paymentsDownload video (5.4 MB)

Follow the walkthrough

Descriptive transcript. The sample catalogue is empty, so this example uses a one-off charge.

  1. 0:00

    Open Billing in the sample practice. All people and records are invented.

  2. 0:06

    Choose New payment, then select the sample patient, Mary O’Brien.

  3. 0:10

    The sample service catalogue is empty. Use the one-off charge fields.

  4. 0:15

    Enter “Sample consultation” and €129, then add the charge. This is an example amount, not a recommended fee.

  5. 0:19

    Check the selected charge and total, then continue.

  6. 0:22

    Review the email delivery option and select “Set time to pay and delivery”.

  7. 0:27

    Check the patient, service, amount and due date. The screen states that nothing is sent until confirmation.

  8. 0:31

    Choose 14 days and check the updated due date. This recording stops before “Send invoice”.

Want to work through your practice’s process? Book a 30-minute demo.