How to Invoice and Pay for an Appointment 🎥

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Once a patient has finished their appointment, it is time to create an invoice and collect payment. This article walks you through step-by-step how the Complete & Invoice process works.


Step 1

Click on the appointment block of a scheduled appointment and select Complete & Invoice or Invoice Appointment.


Step 2

The Appointment Checkout window will open. Select Checkout.



Note:  You are able to edit the total cost of an item if your system settings have been set with these permissions.


Click here to learn more about the checkout menu options

Book a new appointment?

Optional: Set this to Yes if you would like to schedule another appointment after checkout is complete.

Follow-up Call

Optional: Select from the menu which staff member should be assigned the follow-up. Proceed to choose out of the custom follow-up options previously created.

Invoice Notes

Enter in any notes specific to this invoice if necessary.

Add Product

Before Checkout, you are still able to add in products or services to the invoice if applicable.

Email Invoice
to Patient

Use this if your patient would prefer the invoice sent to their email entered in their patient profile.
Step 3

The Receive Payment window will display. 

Select the paid by method and then select Apply Payment.





Click here to learn more about the payment menu options

If applicable, select a different patient that will be paying the invoice. i.e. a parent (that is also a patient) paying for their child's outstanding.


If applicable, select another invoice to pay instead or use the View Invoice link to preview them for further detail.

Patient Amount

The amount of this invoice being paid by the patient.

Insurance Amount

The amount of this invoice being covered by the insurance.

Invoice Amount

The amount of this invoice outstanding.

Balance Owing

The amount not covered by the insurance.

Total AR Balance

The total amount outstanding for this patient.
(when applicable, this may include previous unpaid invoices)

Pay AR Balance

A quick link to have the patient pay their full outstanding amount. See more regarding this below.

Paid By

Select which payment method the patient is using.

Payment Amount

This will default to the remaining balance of the invoice but is editable if the patient prefers to pay a portion of this total.

Assign to Line Items

When applicable, a payment can be assigned towards specific products or services within the invoice.

Email Invoice to Patient

Use this if your patient would prefer the invoice sent to their email entered in their patient profile.


Step 4

A confirmation window will appear. Select OK to confirm.


Step 5

The paid invoice will display with options to print or download as a PDF. The payment date, type and amount previously entered will appear on the invoice.



If the patient is not paying at this time, select Cancel and the amount will remain under the patient's outstanding.

If a patient has an outstanding amount from previous invoices, the option to pay the full amount during Checkout will display as Pay AR.

***Important: Stripe Payments cannot pay AR balances. Invoices must be paid individually when using Stripe.


Waived Amount and Bad Debt payment methods have their own reports available for accounting and/or tax purposes.


Voids: When you void a transaction in Juvonno you must void it in the Stripe portal as well.


Further Reading: Settings: Payment Type

How to Pay an Invoice using Multiple Payment Types

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