Invoice clients and third-party payers with ease, while ensuring secure and efficient payment processing - built to save time and get you paid faster.
Create invoices where the work happens, send them in a click, and see each one through to paid.
Add an invoice from the appointment on your calendar and the client, service and price come across. Each appointment shows whether it has been invoiced.
Each invoice has its own link where clients can view it, download the PDF and, with online payment turned on, pay by card through Stripe.
Pick a date range, tick the uninvoiced appointments and create the invoices together, grouped where possible. Then finalise and send them all at once.
Reminder emails go out automatically for unpaid invoices on a schedule you set, before or after the due date.
Every invoice shows whether it is a draft, open, partially paid, overdue or paid, and whether the client has been sent it or viewed it.
Invoice a contact such as an insurer, employer or plan manager instead of the client, while the invoice stays on the client’s record.
Finalised invoices and their payments sync to Xero or QuickBooks, and each invoice shows its sync status.
The smaller things that keep invoices accurate and payments on track.
Add a client’s uninvoiced appointments to a single invoice for easier billing.
Add services, activities and products from your catalogue, or a custom item.
Discount any item by a percentage or an amount, or change its price.
Set tax rates for your services and products, with prices inclusive or exclusive of tax.
Due dates are set for you a chosen number of days after the invoice is issued.
Invoice templates show your logo, tax identifier, NDIS number, memo and footer.
Charge a saved card, or record cash, eftpos, direct deposit and other payment methods.
Issue a credit note against an invoice to reduce the amount due.
Edit a draft freely, finalise it when it is right, and revert it to draft if something changes.
Mark an appointment that should not be billed so it stays off your uninvoiced lists.
See who created, finalised, updated or sent each invoice, and when.
Find overdue invoices and uninvoiced appointments, and track revenue in Caspen’s reports.
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