You may need to add multiple services or products to an invoice. For example, if a parent and child are having treatment on the same day, they want both services on one invoice.
Multiple Services on an Invoice
- Create an Invoice from the Calendar.
- Click on the Invoice.
- Click on Edit in the bottom left corner.
- Add your Product or Service.
- Add your Practitioner to the line item (this is important for invoices and reports).
- Click Finish.
Important Note: If you add Multiple Practitioners to the line item, their names will appear on the invoice. This step is important for reports and their names to appear on the invoice.
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