It’s now easier to see which appointments haven’t yet been invoiced. Within the Reports section in Cliniko, under Appointments, you’ll see a new report: Uninvoiced appointments:
This report will let you filter by date, business, and practitioner (just like many other reports), and will give you a list of appointments that have not been invoiced (meaning, no invoice has been created/attached to that appointment) during that time:
From this report, you’ll be able to create an invoice without having to go back to the calendar to find the appointment, which should save a few clicks! Here’s a quick video of this process in action:
This should make things easier for you, if you need to get an overview of all appointments that still need invoices created!
Note: Appointments will only show up in this report if no invoices have been created whatsoever. If you’re wanting to find appointments/invoices that are still owing, check out the Outstanding invoices report!
As always, if you have any questions on this, please let us know!