Instellingen & Beheer
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. ...
Modify email when sending invoice
If you want to send the invoice by email and select a different email template or add something extra to the accompanying email to the patient, use the 'Preview email' function. Within the invoicing panel, click the arrow at the bottom right and then ...
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 ...
Upcoming appointment date on your invoice or communication
Add next appointment merge tag to your invoice You can read how to modify an invoice template in the article: Create / edit an invoice template When modifying the invoice template, you'll find the merge tag [Date of next appointment] under the ...