---
title: "How to Create a Custom Invoice"
description: "This guide explains how to create and send a custom invoice to a client or family from the Billing section in Kindred Practice."
url: https://support.kindredpractice.com/en/articles/64-how-to-create-a-custom-invoice
collection: "Billing and Payments"
updated: 2026-09-21
language: en
---

# How to Create a Custom Invoice

This guide explains how to create and send a custom invoice to a client or family from the Billing section in Kindred Practice.

**Article Type:** How-To Guide  
**Applies To:** Practitioners

## **Prerequisites**

-   You must have practitioner permissions.
    
-   The client or family you wish to invoice must already exist in the system.
    

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## **Steps**

### **1\. Navigate to the Billing Section**

1.  From the main sidebar, click the **Billing** icon.
    
2.  You will see the **Pending Payments** tab by default, listing all outstanding invoices and payments.
    

![](https://staticfiles.gleap.io/ghelparticle/boDJSzpkmqOmeHf4eqmHfc2QRgAhdE94aveEWuuybKY9RsaJHnMp75IcDCwe14pKIHmg1nkhUzR.png)

### **2\. Start a New Invoice**

1.  Click the **Create Invoice** button in the top right corner.
    
2.  This will open the invoice creation form.
    

![](https://staticfiles.gleap.io/ghelparticle/LxD5YBFd5YOP9GNs3ut38JN8VvEhdxRZkuAXsyOpS93jvbWZFMDtnwWw2Jh88gvShD3MGUmzTns.png)

### **3\. Select the Client**

1.  In the **Client** dropdown, search for and select the client or family you want to invoice.
    
2.  The invoice preview on the right will update to show the selected client's details.
    

### **4\. Enter Invoice Details**

-   **Email Subject:** Enter a subject for the invoice email (e.g., "Invoice for workshop").
    
-   **Due Date:** Select the due date for payment using the calendar picker.
    

### **5\. Add Line Items**

1.  Under **Line Items**, enter the details for each service or product:
    
    -   **Description:** Enter the item name (e.g., "Workshop").
        
    -   **Details (optional):** Add a description if needed (e.g., "Workshop on mental health in workplace").
        
    -   **Quantity:** Set the number of units.
        
    -   **Price:** Enter the price per unit.
        
2.  To add more items, click **Add New Line**.
    

### **6\. Review Invoice Preview**

-   On the right, you'll see a live PDF preview of the invoice as it will appear to the client.
    
-   Check that all details, totals, and client information are correct.
    

### **7\. Save or Send the Invoice**

-   Click **Save Invoice** to save as a draft (without sending).
    
-   Click **Save & Send Invoice** to email the invoice directly to the client.
    

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## **Tips**

-   You can always return to the **Billing** section to view, edit, or resend invoices.
    

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## **Support**

If you need help with invoicing, contact your practice administrator or email [hello@kindredpractice.com](mailto:hello@kindredpractice.com).