- Set up the therapist as a patient/client in WriteUpp. If you set them up with an email address then you will be able to email their invoice to them
- Once you have set them up make sure they are the selected client/patient
Then you have one of two options:
Option 1 - With an Appointment Type
- Set up an appointment called "Room Booking - 1 hour"
- Enter the booking in your diary specifying "Room Booking - 1 hour" as the appointment type
- Click on +Create -> Invoice and you will shown a list of the non-invoiced appointments, see below:
- Generate the invoice
- Email the invoice to the therapist
Option 2 - As an Expense
- Click on +Create -> Invoice and unlike Option 1 you will not be shown a list of the non-invoiced appointments. All you will see is the "Add Expense" button, see below:
- Click on the "+Add Expense" button and you will be able to add the details of the booking. This option might be preferable if you charge on an hourly basis.
- When you have finished adding items you can click on Generate Invoice and as before once the invoice is complete you can email it to the therapist
Need More Help?
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