Section
Invoicing & Payments
5 tutorials in this section
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Selling Herbs & Formula Batches on Invoices
Sell herb materials and formula batches directly on invoices with automatic stock deduction, default pricing by material type, and dedicated reporting under the Herb Inventory category.
4 min read -
Line-Item Discounts on Invoices
Apply percentage or fixed dollar discounts to individual invoice line items instead of the whole invoice, giving you precise control over what gets discounted.
3 min read -
Gift Vouchers: Selling, Redeeming & Managing
Sell a gift voucher on an invoice or online, give one away, redeem it at the payment screen, and find every voucher in one place.
7 min read -
Recording Expenses
Record supplier bills, clinic costs, and inventory restocks in one place. Learn the difference between Costs, Stock items, and Overheads, how freight folds into your landed cost prices, and how to handle GST — with worked examples.
10 min read -
Billing WorkCover and Other Funders
Bill WorkSafe, WorkCover, an insurer or an aged care provider under a claim: the funder as a contact, the claim on the patient's case, and invoices that carry the claim number, your provider number and the patient's details.
5 min read