How to view and create client invoices
The Invoices tab on each client profile gives you a complete view of all invoicing activity for that client. From here you can view existing invoices, filter by status, create new service invoices, and push invoices to your accounting software.
Viewing and filtering invoices
Open the client profile — search for the client and navigate to their profile
Go to the Invoices tab — this displays all invoices associated with the client
Filter by status — use the status filters to view specific invoices (e.g. draft, sent, paid, overdue, cancelled)
View invoice details — click on any invoice to see the full breakdown including line items, payment history, and send history
Managing existing invoices
From the invoicing tab you can:
Resend an invoice — send the invoice again to the client or a different recipient
Change invoice status — update the status manually (e.g. mark as paid if payment was received outside the system)
View full history — see the complete audit trail of status changes, sends, and payments for each invoice
Send to key contacts — direct invoices to employers, funders, or other contacts saved in the client profile
Creating a service invoice
To create an invoice for services that aren't automatically generated:
Click Create Invoice — from the Invoices tab, start a new service invoice
Add appointments or line items — select the appointments to include, or manually add service descriptions
Edit costs and descriptions — adjust the fee amounts, item descriptions, and any discounts as needed
Select payment method — choose the expected payment method for the invoice
Save or send — save the invoice as a draft for later, or send it immediately to the client or key contact
Accounting software integration
If your practice has connected an accounting platform (e.g. Xero), invoices can be pushed directly from Tacklit to your accounting software. This keeps your financial records synchronised without manual data entry. Superusers can configure the accounting integration and set account-level defaults from Settings.
Who can manage invoices
Practitioners can view and manage invoices for their own clients. Administrators and Superusers have access to invoicing across all clients. Superusers can also configure account-level invoice defaults and payment method settings.
Note: For Medicare, DVA, or other claiming invoices, see the separate claiming guides — these follow a different workflow from standard service invoices.