Sending invoices and taking payment

Billing turns treatments into revenue and keeps month-end clean. This guide covers building an invoice, taking payment, handling tax, and closing the day.

Build and send an invoice

Add line items from services and products — Tarsi bills by unit and item, not a single flat service line, so your numbers reconcile. Apply any discount, and tax is calculated automatically from your clinic's tax settings (for example GST/HST). Send the invoice or take payment on the spot.

Take payment

Accept card (including tap), manual entry for cash or e-transfer, or a connected terminal. Memberships, packages, gift cards, and Beauty Bank credit can all be applied at checkout and are deducted before the balance is charged.

Refunds

Refunds reverse against the original payment and update the patient's balance. See Issue a refund for partial refunds and how points and credit are handled.

Close the day

End-of-day reconciliation totals what you took by method so the deposit ties out the first time. If a number looks off, it is almost always an unsent invoice or an unrecorded payment — both are quick to find in Invoices.

Common questions

How is tax calculated?

From your clinic tax settings. Set your province/region once and the correct GST/HST (or applicable tax) applies to taxable line items automatically.

Can I take a deposit or partial payment?

Yes — record a partial payment against the invoice; the remaining balance stays open until it is settled.

An invoice will not send — what do I check?

See Why an invoice will not send — it is usually a missing patient email or an empty line item.