Recent Articles
Invoice numbering settings
To create an invoice number, go to [Settings] > [Invoicing] > [Number Templates]. Click on [+] to create a new number template. Fill in the fields and click [Create Template] to create the new numbering. At the bottom, you have an example of what ...
Invoice presets
Updating the configuration of the presets affects all colleagues in the practice. Presets automate and expedite the creation of invoices. Go to [Settings] > [Invoicing] > [Presets] and click [+]. (Create a new billing preset) Give the preset a title. ...
Create / edit an invoice template
Navigate to settings Go to settings, navigate to [Finance], then to [Invoicing], and finally click on [Document templates] to adjust the template. Modify an invoice template You can modify an existing template with the [] button next to the invoice ...
Setting up teams
Teams are groups of therapists who, for example, practice the same discipline or belong to the same group within the practice. This way, you can quickly and easily view the calendars of colleagues who are part of the same team. Go to [My account] > ...
Displaying and hiding colleagues, teams, or locations
You change the display of your calendar by clicking on colleagues, teams, or locations in the upper right corner. Colleagues If you click on colleagues-icon , a menu will open on the right side where you can choose which colleague's calendar you want ...