Add your invoicing settings

Personalise your invoices and add general information that will appear on all invoices generated from your AppointmentGuru appointments.

Add the correct practice name, number and bank details:

  1. Click on Settings and then Profile page in your AppointmentGuru account.
  2. Add your business-specific details and click on Save. They will appear on your invoices by default.

To include your logo on your invoices:

  1. Go to Settings > Media to upload your logo file.

Add invoice and receipt notes, billing address, medical aid info and other settings:

  1. On the Invoices page, click on the cog icon (top-right).
  2. Invoice notes can be information like Use the invoice number as a payment reference.
  3. Receipt notes can something like Thank you for your payment!.
  4. The billing address is your own billing address.
  5. Selecting Show online booking details will show a link at the bottom of your invoice where they can book their next appointment with you.
  6. Selecting Include medical information will add the clients medical aid details for submission to medical aids.
  7. Selecting Add SnapScan will enable the SnapScan integration (remember, you'll need to sign up for a SnapScan account first!)