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
  2. Click on the Invoice
  3. Click on Edit in the bottom left corner
  4. Add your Product or Service
  5. Add your Practitioner to the line item (this is important for invoices and reports)
  6. Click Save

Transferring Credit from one Patient Account to Another Patient Account

Alternative Billing Name on Invoices

Add More Than One Payment Type to an Invoice

Export Invoices to Xero

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
  2. Click on the Invoice
  3. Click on Edit in the bottom left corner
  4. Add your Product or Service
  5. Add your Practitioner to the line item (this is important for invoices and reports)
  6. Click Save

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
  2. Click on the Invoice
  3. Click on Edit in the bottom left corner
  4. Add your Product or Service
  5. Add your Practitioner to the line item (this is important for invoices and reports)
  6. Click Save

Transferring Credit from one Patient Account to Another Patient Account

Alternative Billing Name on Invoices

Add More Than One Payment Type to an Invoice

Export Invoices to Xero

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming