Creating Invoices
MyDentalPractice makes it easy to generate professional invoices, track payments, and send receipts to patients.
Creating an Invoice
From the Appointment
The quickest way to create an invoice:
Open the completed appointmentClick Generate InvoiceThe system pre-fills the invoice with: - Patient details
- Treatment performed
- Default pricing from your treatment catalog
Review, adjust if needed, and click Create InvoiceManual Invoice Creation
Navigate to Billing → Create InvoiceSelect the patientAdd line items: - Click + Add Item
- Select a treatment from the dropdown (or type a custom item)
- Set quantity and unit price
- Tax is calculated automatically based on your settings
Add optional discount (percentage or fixed amount)Add notes or payment termsClick Create InvoiceInvoice Details
Each invoice includes:
Invoice Number — Auto-generated (format: INV-2026-00001)Patient Name and ContactClinic Details — Name, address, logoLine Items — Treatment, quantity, unit price, totalSubtotal, Tax, Discount, Grand TotalPayment Status — Unpaid, Partially Paid, PaidDue Date — Configurable (default: due on receipt)Customizing Invoice Templates
Go to Settings → Billing → Invoice Template to customize:
Clinic logo placement and sizeColor scheme (header and accent colors)Payment terms textBank account details for transfersFooter text (e.g., "Thank you for choosing our clinic!")Sending Invoices
After creating an invoice, you can:
Email — Click Send via Email to deliver a PDF to the patient's emailSMS — Send a payment link via SMSPrint — Click Print to generate a printable PDFWhatsApp — Click Share to generate a shareable linkInvoice Statuses
| Status | Meaning |
|---|
| Draft | Created but not yet finalized |
| Sent | Delivered to the patient |
| Unpaid | Finalized, awaiting payment |
| Partially Paid | Some payment received |
| Paid | Full payment received |
| Overdue | Past due date with balance remaining |
| Cancelled | Voided invoice |
Partial Payments
To record a partial payment:
Open the invoiceClick Record PaymentEnter the amount receivedSelect the payment methodThe remaining balance is updated automaticallyThe patient receives a receipt for the partial paymentCredit Notes
If you need to refund or adjust an invoice:
Open the paid invoiceClick Create Credit NoteSelect the items to creditChoose to refund to the patient or apply as credit for future visitsBulk Invoice Operations
From Billing → All Invoices, you can:
Export invoices to CSV for accounting softwareFilter by status, date range, or patientSend payment reminders for overdue invoices in bulkFor accepting payments, see Payment Processing. For tracking revenue, see Financial Reports.