Selling Products without a User Account

You may need to sell products to someone who does not have a patient profile.  For example, someone may drop into your clinic wanting to buy an ice pack and they are not a patient in your clinic. You will not be able to create an invoice because there is no patient profile. We suggest you create a patient profile to capture those miscellaneous purchases.

  1. Click on '+' symbol in the header
  2. Click on Add Patient
  3. Add first name 'Miscellaneous' and last name 'Purchases'
  4. Add any email
  5. Click Save


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  • 0
    Wanda Heath

    What is the next step?

    Can this be used for Gift Card purchases?

  • 0

    Yes.  You could create a product labelled as gift certificates. 

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