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Adding personal and medical aid information

Created: Feb. 1, 2022, 12:24 a.m. Last updated March 2, 2022, 7:48 p.m.

Adding personal and medical aid information

Include your clients medical aid information on invoices for medical aid submission

Here's how to add personal and medical aid information:

  1. Find the relevant client on the Client page, click on it.
  2. Click on the Client Info tab and add the medical aid and personal information.
  3. Click Save when you're done.

If the medical aid details aren't appearing on your invoices, make sure that Include Medical Information is selected on your invoicing settings (go to the Invoices page and click on the settings icon, top-right).

It's that easy!

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