In Bookem, you have the option to customise your invoices to match your business style and preferences.
Go to 'Accounts' and select 'Invoices'
Click on '+ New Invoice' to start creating a new invoice
Select the client for whom you want to create the invoice
Choose the service you want to invoice for from the available options
Note: If the service you need to invoice for is not listed, make sure to add it first by going to: "Settings" > "Services"
Now, you are free to customise the ICD-10 code, date, description and price by clicking on the item.
Once you have entered or edited all the necessary details on the invoice, you have the following four options:
Select "Finalise" if the invoice is ready to be sent or paid
Choose "Finalise and Send" if you want to send the invoice directly to the client
Click "Finalise and Pay" if the client is ready to make the payment immediately
If you need to continue working on the invoice later, you can select "save draft" to continue editing later.
To edit automated messages for invoices, check out this article: Editing default messages for invoices
To change the address on your invoice, check out this article: Changing your address on invoices
If you wish to change the VAT (Value Added Tax) on the invoice, you can find more information in this article: Setting your business up if it's VAT registered