Creating an invoice for a client who was treated by multiple practitioners
If you have a practice with multiple practitioners and a client sees more than one practitioner during your billing period, it is easy to create an ethical invoice that details all the client's appointments and which practitioners they were with
Steps to follow
- Expand the blue button (bottom right) click "new invoice" (or press
ctrl iif you're on a desktop). - Select your date range and choose the relevant client
- Select the relevant appointments
- If you look at the appointment information, you will notice that they specify which practitioners they are with
- Click "create invoice".
The invoice description for each appointment will contain something like: "Treated by {peson} ({registration number}) at {location}"
Configuration options
- You can configure your default invoice description from advanced settings:
- from the sidebar, under spaces, click settings.
- Choose an option in the dropdown titled: "Set a default invoice description on new appointments".
- Note: these changes will only apply to new appointments
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