In Lupa, you can easily create an invoice straight from a client’s profile—ideal for ad-hoc charges, walk-ins, or retrospective billing. Here’s how to do it:
Steps to Create an Invoice
Go to the Client’s Profile
Navigate to the client’s page, then click the Create Button at the top right corner and then click Estimates/ Invoices
2. (Optional) Select a Pet
If the invoice is linked to a specific pet, choose the relevant pet from the dropdown. Then click Create Invoice to begin!
3. Add Items to the Invoice
Click Edit to add:
Products
Services
Bundles
Prescribed-only products
4. Generate a Printable Version
If needed, click Generate Temporary Invoice to download a PDF version of the invoice for printing or sharing manually.
Creating an invoice from the client page is fast and flexible, perfect for real-time billing or quick updates. If you’re unsure which items to include or how to manage prescribed products, feel free to reach out to our support team for guidance.