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Adding products to an invoice

 

In SimplePractice, you can add line items to your invoices using the "product" feature.

Read this article to learn about setting up your "Product" list. Products can range from books and workshops, to service fees or consulting. Products provide flexibility to do things like add sales tax or include refunds on an invoice as well. You can attach a product to any unpaid invoice.

First, open up the invoice.  Click here to learn more about creating invoices.

From the edit mode, click the "Add Line Item" button at the bottom of the invoice.

Adding a Line Item on an Invoice in SimplePractice

 

From the pop up that appears, select the products you wish to add to the invoice by clicking the +Add button.
When you're done, click the X button on the top right of the flyout.

Selecting a Line Item to add to an Invoice in SimplePractice

 

The product will now be added to the invoice.  

Product added to an Invoice in SimplePractice

 

 

Be sure to click "Save" on the upper right hand corner of the invoice to complete the process and update the total.

Saving an Invoice in SimplePractice

Totals updated on an Invoice in SimplePractice

 

Now the invoice is completed and ready to be paid!

If you need to add any additional products, you can click "edit" again to make any changes.

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