Bravely makes it easy to create professional invoices that your clients can pay directly through Bravely Home — using secure BravelyPay methods like credit cards and PayNow. Whether you’re billing for sessions, reports, or other services, you can invoice in just a few clicks — and, provide a seamless client experience.
⏱️ Want to save time chasing up payments? Set up and enable BravelyPay to accept online payments. Setting up BravelyPay with HitPay →
Step 1: Create Invoice
There are two ways to create and send invoices:
1. From Appointment (Recommended)
Bravely is designed so that each appointment can be invoiced only once, helping you avoid double billing and ensuring nothing gets missed. You’ll always be able to see which appointments haven’t yet been invoiced — making it easy to stay on top of your billing and keep your records clean.
The fastest way to create an invoice is directly from an appointment, especially one that’s just been completed or is scheduled soon.
To create an invoice from an appointment:
Go to the Payments page → Uninvoiced Appointments → Select an appointment and click Create invoice
Go to a client's dashboard → Payments tab (left sidebar) → Select an appointment and click Create invoice
This opens the invoice builder with the client and appointment already filled in. To see what other fields you can modify, see Step 2: Add Invoice Details.
2. From the Client's Dashboard
This is a great option if you want to invoice a specific client for something other than an appointment, such as a report, letter, deposit, or cancellation fee.
Navigate to the client’s profile
Open the Payments tab (left sidebar)
Click New Invoice (top right)
This opens an invoice with the client already pre-filled, so you can jump straight into adding your billable items. It offers a faster workflow when you know exactly who you’re billing.
3. From Scratch
This option is perfect when you want full control over the invoice — for example, if you haven’t selected a client yet, or you’re building a custom invoice from the ground up. To create a blank invoice:
Go to the Payments page
Click + New Invoice (top right)
This will open a completely blank invoice form. You’ll need to:
Add the client: Select a client
Add billable items: Click Add billable items to start building your invoice.
You can choose from:Uninvoiced appointments
Other billables (e.g. reports, admin fees)
Custom items created on the spot
Add other details: See Step 2: Add Invoice Details
Once items are added, you can adjust quantities, apply discounts, or modify rates as needed. Bravely will automatically calculate the totals for you.
Step 2: Add Invoice Details
You can customise your invoice by editing the description, footer, and line items as needed. This is useful for adding context, clarifying charges, or including additional information.
Use $0 line items to add non-billable notes or messages to the invoice
The default description, footer, and due period can be set in your invoice settings
By default, invoices are created with:
Status: Set to Open (see Invoice Statuses)
Issue Date: Set to the current date
Due Date: Based on your clinic’s standard due period
Invoice ID: Automatically generated and sequential
Line items and billables appear in the right-hand sidebar. Click the three dots (⋯) next to any item to edit its description or details.
⚠️ Important: When an invoice is created for an appointment, the item description will reflect the appointment’s status and timing at that moment. Changes made to the appointment afterwards, such as updates to the time or status, will not update the invoice automatically.
Step 3: Choose Payment Methods
On the next Payment Methods step, you can set available payment methods for this invoice. Bravely will default to your or your client’s saved preferences.
To allow online payments, toggle on BravelyPay's card or PayNow options. To include manual payment options*, toggle on the relevant options.
To set your default payment method settings, see Setting Default Payment Methods.
⚠️ * To offer online payment options, you must have BravelyPay enabled and connected. Details for manual payment methods can also be included, but payments won't be processed through Bravely.
Step 4: Review & Send Invoice
Click Create & Send Invoice to start the process of sending the invoice to your client, as well as any additional recipients.
Clients or parties paying on their behalf will be able to pay through Bravely Home using their preferred method.
You can also:
Preview the invoice
Copy the link to share manually
Save it as a draft if you’re not ready to send
What Happens Next?
If using BravelyPay:
Upon payment:
Invoice status will update automatically to Paid
If overdue, you can send a payment reminder (see Invoice Reminders)
Receipt: Your client will receive a receipt via email (see Payment Receipts & Reconciliation)
Payout: Funds will be processed and sent to your linked bank account via BravelyPay (HitPay) (see Understanding Payouts in BravelyPay)
If using manual payment methods:
Invoice Status: You’ll need to manually change the invoice's status
Receipt: After marking it as paid, you can send a receipt to the client with one click