Invoice Created via AI

​@jdavis2102 Thanks for reaching out — happy to help clarify how Invoice Creation automation works and what you can expect based on your current settings.

At this time, invoices are not created at the moment you change a session from Upcoming to Kept. Instead, invoice creation happens during the nightly automation run and includes all appointments that are eligible based on your automation settings.

Looking at your current configuration, Invoice Creation is enabled and no exclusion rules are applied — so yes, invoices should be created automatically during the nightly process for all eligible appointments.

If you’re noticing that invoices are not being created consistently, a few things can cause that even with automation enabled, such as missing required billing information or unsigned progress notes.

And to answer your last question: Ensora does not currently offer an automation trigger that creates an invoice immediately when a session status is changed to Kept. Right now, invoice creation only occurs during the nightly automation cycle.
 

It’s sounding like this could be an issue that needs to be escalated to support. Have you reached out to our support team yet?

Thank you so much! I appreciate it!