Add Multiple Services to One Invoice

You may need to add multiple services or products to an invoice. For example, a mother and son are having a treatment on the same day, and they want both services on one invoice. Multiple practitioners will appear on the invoice as long as you add them to the line item. This step is really important for reports, and for their name to appear on the invoice.

 

  1. Create an Invoice from the Calendar (either mom or son for example)
  2. Click on the Invoice
  3. Click on the Pencil Icon in the bottom left corner
  4. Add your Product or Service
  5. Add your Practitioner to the line item (this really important for invoices and reports)
  6. Click Save
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