How do I invoice a single third party for multiple clients/patients?
At present, it's not possible to invoice a third party for multiple clients/patients. However, here's a neat hack that might work for you.
For example, if you are a physiotherapist who works with a rugby team and you want to invoice the club at the end of each month for all the players you've seen, this should work for you:
Create a simple invoice template in Google Docs/Microsoft Word:
In WriteUpp, create a new Appointment Type and name it something relevant (we've called ours "Chester Tigers - Sports Massage" for this example)
Specify the relevant value and duration of the Appointment Type
Book the players into your diary with this Appointment Type
Open up the main menu and select Activity under Business Views:
Set the date filter to cover the period that you would like to invoice the rugby club for, select Chester Tigers - Sports Massage from the 'Appointment Type' dropdown and then click on the blue Update button:
Copy the table which is produced:
Paste the table into the Microsoft Word/Google Doc you created in step 1
If the table is wider than the document you've created, click on the table then select the Layout tab. Click Select and then Select Table from the dropdown. Click the down arrow by 'Width' and the table will fit to the width of your document:
You can then save, print and/or email your manually created invoice
For example, if you are a physiotherapist who works with a rugby team and you want to invoice the club at the end of each month for all the players you've seen, this should work for you:
Create a simple invoice template in Google Docs/Microsoft Word:
In WriteUpp, create a new Appointment Type and name it something relevant (we've called ours "Chester Tigers - Sports Massage" for this example)
Specify the relevant value and duration of the Appointment Type
Book the players into your diary with this Appointment Type
Open up the main menu and select Activity under Business Views:
Set the date filter to cover the period that you would like to invoice the rugby club for, select Chester Tigers - Sports Massage from the 'Appointment Type' dropdown and then click on the blue Update button:
Copy the table which is produced:
Paste the table into the Microsoft Word/Google Doc you created in step 1
If the table is wider than the document you've created, click on the table then select the Layout tab. Click Select and then Select Table from the dropdown. Click the down arrow by 'Width' and the table will fit to the width of your document:
You can then save, print and/or email your manually created invoice
Updated on: 06/08/2024
Thank you!