In Konfidens, you have several options for how you can create invoices for the appointments. You may choose to handle the invoice yourself in another system, create invoice drafts or manage with Konfidens Pay. This article covers how to set the default invoicing method, and how you may change it for individual appointments or invoice recipients.
Who is this article for?
This article is for employees in clinics with payment functionality, who want to change the payment method for an invoice, agreement, or client.
If you want to change the invoice recipient, see this article.
What invoicing methods can I choose from?
Do not send invoice – Externally invoiced
If you want to handle it yourself by invoicing in an external program, such as creating and sending invoices directly from an accounting software.
Only create an invoice draft – Manually
You can then decide later how you want to take the payment.
Automatically manage with Konfidens Pay – Automatically
The client receives a message and can pay with card, Apple og Google Pay.
Send it as an EHF invoice – EHF
Send the invoice as EHF – often desired when companies are the recipient.
Set invoicing method for a new agreement
When you create an agreement in your calendar, select the payment process under Invoicing in the side menu, as shown in the image below.
You can also change the payment process in the same place for an existing agreement. This will affect any existing invoice.
Change invoicing method for an existing invoice
To change the invoicing method, you can either go to the agreement in the calendar as shown above, or to the relevant invoice.
The methods that are possible for the relevant invoices should be visible on the page.
I cannot change the invoicing method
There are some situations where you cannot change the payment process. For example, if the invoice has already been paid, it cannot be sent out again. If an invoice has already been completed, it cannot be marked as externally invoiced without first being credited.
We have tried to make it understandable in the various situations. Please contact us if you have any questions.
Default payment method for the clinic
The default payment method can only be changed by clinic administrators.
As a clinic administrator, you can set what the default invoicing method is under Clinic > Payment. This method will be the default payment method for clients and contacts who have not explicitly set their method.
Note that this setting does not affect previous agreements, only future ones.
Custom payment method for invoice recipient
Even if the clinic has set a standard invoicing method, it is often the case that a certain recipient wants a different invoicing method.
Custom payment method for client
Go to contacts in the client's tab for Information. Select the menu on the right for the client and then Invoicing method
Custom payment method for contact
Go to the contact under the client's tab for Information. Select the menu on the right for the relevant contact, and then Edit. At the bottom, you will find the invoicing method.
Custom payment method for shared contact
Changes to shared contacts can only be made by clinic administrators.
Go to Clinic > Shared Contacts, and click on the relevant contact. At the bottom of the form, you will find the invoicing method.
