At a Glance
Invoice settings let a clinic control how its invoices look and behave — branding, tax, numbering and payment terms — so every invoice is correct and professional. ClinicSoftware.com applies these settings automatically to each sale, so invoicing is consistent and compliant.
What do invoice settings control?
Invoice settings control your invoice branding, tax rates, numbering, and payment terms, so invoices are generated correctly every time. ClinicSoftware.com applies them to each sale automatically.
Why do consistent invoices matter?
Consistent, branded invoices look professional and keep you compliant with tax and numbering requirements, which matters for accounting and audits.
Can settings handle tax correctly?
Yes. You set your tax rates once in invoice settings and ClinicSoftware.com applies them to every invoice, so totals and tax are always right.
Frequently Asked Questions
What do invoice settings control?
Branding, tax rates, numbering and payment terms. ClinicSoftware.com applies them to each sale automatically.
Why do consistent invoices matter?
They look professional and keep you compliant with tax and numbering, which matters for accounting.
Can settings handle tax?
Yes. Set your tax rates once and they apply to every invoice.
Are invoices branded?
Yes. Your branding is applied automatically.
How It Works in ClinicSoftware
01
Set your invoice branding and details
02
Configure tax rates and numbering
04
Invoices generate correctly on every sale
Customise your invoice template with your clinic logo, address, payment terms, and VAT settings. Configure automatic invoice generation on appointment completion, set up accepted payment methods, and integrate with Xero or your accounting software for seamless bookkeeping.
How It Works
01
Go to Admin → Settings → Invoice Settings
02
Upload your clinic logo and enter your business address and VAT number
03
Set your default payment terms, late payment policy, and accepted payment methods
04
Enable auto-invoice generation so invoices create the moment an appointment is completed
Key Features
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Custom Logo & Branding
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VAT Configuration
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Auto-Invoice Generation
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Multiple Payment Methods
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Xero Integration
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PDF & Email Delivery
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Payment Terms Setting
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Invoice Number Prefix
Pro Tips
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Include your VAT registration number on every invoice if your business is VAT registered
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Set Net 14 payment terms as your default to manage cashflow effectively
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Use location-specific invoice number prefixes to identify which clinic raised each invoice
