Billing

Billing covers everything from creating an invoice to recording the payment. If you haven't yet, read How billing works for the big picture — it makes these guides much faster to follow.

In this section

• Create an invoice — bill a visit or appointment.
• Estimates — quote before the work.
• Adjustments & discounts — fees, write-offs, courtesy discounts.
• Taxes — how tax is applied.
• Send & print invoices — get the bill to the client.
• Split billing — multiple owners or a syndicate.
• Record a payment — take money in.
• Apply payments & refunds — match money to invoices.