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Physiotherapy invoice template for Accounting

hi it's serena from festival bookkeeping making a really quick video today looking at customizing your invoices in cliniko and customizing the email message that goes out with your invoice when you send them off to your patients so why do we want to customize these things i've got two really good reasons for you the first is that you can absolutely improve your business cash flow if you can speed up how quickly your patients pay you you need to make it crystal clear so that payment patients can just go in and pay you really easily if they have to um open up your email and then they're closing it again because they're not actually sure when the deadline to pay it is or they have to go chasing down through your other correspondence just to get your bank account details it's holding up payment for you and it's also increasing the risk that they will actually forget to pay you invoice and then you have to waste time chasing them up for payment and we know that's not not much fun at all so the second reason that may not be immediately of obvious um is that sending an invoice to a patient is actually a touch point so every touch point between you and your business your business and your patient is an opportunity for you to improve your customer experience so improve customer experience gets you ahead of your competitors and ultimately this can mean that you can you know charge more so i'm just going to quote uh one of my favorite small business authors and his name is andrew griffiths and he sums it up by saying that transactions bad experiences good so really ten minutes spent improving your invoice email templates and your invoice templates is pretty much a no-brainer so let's jump in and have a look how we do it i'm coming down to the settings section of cliniko and i'm scrolling down to the finance section so here this is where our invoice templates sit and the first box that i want to change is this one here the extra business information box and this is where i'm going to add my bank account details and i'm going to add my payment terms so this particular practice version of clinico i've called adelaide physiotherapy center which is a made-up name and now that is the name that i'm a shoot i'm using as my business bank account name so sometimes your business bank account name isn't the same as your business name so it's nice to include the business bank account name on there in australia we have bsbs and then we have an account number and i'm coming down a couple of lines to make it stand out more and adding my payment terms so payment required 14 days from day 12 invoice obviously you use the payment terms for your particular invoice it doesn't have to be 14 days uh i'm just going to check this box as well and i'm coming down the next section that we want to change is the actual email message that goes with our invoices and i'm coming down to this one here so emailing an outstanding invoice to a patient so as you can see at the moment it says hi attached is your invoice from and then thank you and business name so really nothing flash there nothing personal does nothing to improve your customer experience so i'm going to get rid of this middle part and type in something a little bit nicer so i want to come in here and actually get cliniko to auto populate my invoice number so that's pop that in nicely there okay so now we've got hi i hope you will please find attached invoice number have a great day kind regards and then the business name if i click on here view sample i can see what that looks like on the patient's side so that's a lot nicer and you can go your hardest with that one and really personalize it to match it more to your business personality as you like you don't have to use the one the wording that i've used and you need to remember to come all the way down down down down and we have to click on save invoice settings otherwise it won't remember what we've just edited there so two really great reasons to go in and customize both your invoice template and your invoice email template i hope this has been valuable and thank you for watching