Private Quote to Invoice
Generate a client invoice from a private device quote when your team accepts it.
Manage client invoices, HSP co-payments, payments and Xero connections alongside a clear view of your clinic’s finances.
Create invoices from saved billable items and supported HSP workflows so your team can reuse details already recorded.
Email invoice PDFs from AudDesk and choose receipt emails when recording full payment.
Review outstanding balances, HSP money owed and Xero differences alongside clinic performance.
The Billing Flow
Prepare invoices with saved item details and optional appointment links to keep charges connected to the client’s care.
Send clients an invoice PDF from AudDesk, with a receipt email available when full payment is recorded.
Record full or part-payments against an invoice so your team can see what remains owing.
Send invoices and payments to Xero, then review eligible incoming payments before recording them in AudDesk.
Review billed revenue and outstanding money across periods, sites and practitioners to inform clinic decisions.
Spotlight
Create client invoices automatically for supported maintenance co-payments, signed device quotes and replacement co-payments, using your configured billable items.
Why It Works
Maintain service items, tax settings and device pricing so your team can reuse recorded billing details.
Record refunds with matching adjustment notes, or credit invoice lines while retaining the original invoice.
Keep clinic and practitioner context with linked invoices and review finance dashboards by site.
Also Included
Generate a client invoice from a private device quote when your team accepts it.
Apply available account credit to an open AudDesk invoice and keep it separate from money received.
Register interest for launch updates and a one-month free trial at launch.