Create an invoice from multiple appointments

Create an invoice from a number of appointments. Useful if you want to generate an invoice for a client after a period of time - e.g. if you want to invoice at month-end or on a weekly basis

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Adding many appointments to an invoice is easy. Here's how:

Find the client by going to Clients and click on the Account tab.
Select the appointments you'd like to invoice for, a menu with three options will open (adding medical coding, create the invoice or add a received payment). Select one of the options, whichever applies to you and continue on the invoice creation path.
Once you've finished working on your invoice, you'll be able to send it by SMS, email and WhatsApp.