Navigate to the global Payments module tab or if adding an invoice in a client record directly, navigate to the client record and select the green Payments tab. 

1. Use search screen to find and review existing invoices. Add an invoice by selecting New Invoice. Or select New in the client tab. 
    
2. Search and add Client. If adding an invoice in the client record, the client will be selected by default.
    
3. Select Add a Line Item to manually enter a charge including Description, Quantity, and Unit Price.
   
   Alternatively, select the Add Appointment/Contact dropdown and choose the applicable appointment or contact to be invoiced as a line item (Description defaults to "Activity - Date (YYYY-MM-DD) - Duration in minutes"). 
   
   The worker's name listed in the appointment or contact will populate in the Provider field, and their License number (recorded in the Worker Manager) will populate automatically. Enter a Memo note as applicable.
    
4. Enter Quantity (defaults to 1) and Unit Price (defaults to 0.00). Provider, License, Memo, Description, and Quantity are editable to further customize details. 
   
   Add other line items manually or select more appointments or contacts from the dropdown to be charged together on a single invoice, as applicable. 
    
5. Once the Client Invoice Details are completed, select Save (this option will not send the invoice) or Send (this option will save and send the invoice immediately). 
   
   Note: In the example below, the first line item has an activity titled "Appointment" for the appointment that is being invoiced. 
   
   
    
6. For an in-person payment, select Save and complete the in-person transaction. After saving, the Status will display as open and Sent as No. A confirmation message will display on the top right: Invoice saved successfully. After saving, the invoice will become read-only. Review Payments Terminal: Taking an In-Person Payment for next steps. 
    
7. For the client to pay online, send the invoice directly to the client's email saved in their dataset by selecting Send. A confirmation message will display on the top right: Sent invoice successfully. The client will receive an email with the invoice and the option to pay online. 
    
8. The Client Invoice Details will update. A Status of open advises it is waiting for a payment. If Sent is YES, the invoice was emailed to the client.
   
   Below is an example of the email received by clients and steps to pay online:
   •  
     • Select Pay this invoice to be redirected to Stripe. 
       
       
       *To enlarge images: right click on any image → select Open image in new tab → click on image to zoom in as needed. 
        
   • Or open the PDF of the invoice to review and select Pay online to be redirected to Stripe. 
     
     
      
   • A new window opens to pay the invoice. Optionally, select Invoice PDF. Select Card to enter credit card information.
     
     
      
   • Enter payment details and select Pay. 
     
     
      
   • The invoice has been paid. Select Download invoice and/or Download receipt as applicable.
     
     
      
9. Alternatively, in EMHware → Client Invoice Details, workers can select Pay Online or Pay In-Person.
   • When workers select Pay Online, follow the same steps detailed above → a window opens to invoice.stripe.com for payment. Enter credit card information and select Pay.
   • If the invoice instead needs to be cancelled workers can select Void.
     
     
      
10. After the invoice is paid, workers will have options to Resend Receipt to the client or PDF the Receipt and/or Invoice when reviewing a paid or refunded invoice. 
    
    Successfully paid invoices will also display the option to provide a Refund, Payment: Succeeded, the Payment type, Payment method, Charged amount, and Paid amount. 
    
    

Article Recommendations: 

• Invoice & Receipt Examples
• Refunding and Voiding Invoices