Creating an Invoice
Guide to Invoicing and Billing
What is It? WriteUpp provides a very simple mechanism to: Create Invoices for both appointments and expenses Keep Track of Paid and Unpaid Invoices Maintain a Record of Bad Debts Pinpoint appointments that have not yet been invoiced Why use invoicing? Maintain high quality financial records Stay on top of cash-flow Reduce Paperwork Setup Go to Settings -> Invoice -Basics Invoice Number This is useful if you want your Invoices to start atPopularHow do I create an Invoice?
To create an Invoice for a Patient: Click on the Create button and select Invoice You will see a list of Appointments and and a list of Expenses that you have not yet invoiced for the Active Patient. Use the blue checkbox next to an appointment or expense to add/remove it from the new invoice. Alternatively, use the checkbox at the top of either list next to the 'Date' title to quickly add/remove all of the listed appointments/expenses from the invoice.PopularHow do I create a credit note?
To create a credit note take the following steps: Select the client that you wish to create the credit note for Click on Create -Invoice Click on Add New Expense and enter the details of the credit, an example is shown below Then click on the green Save Expense button Be sure no other appointments or pre-logged expenses are selected: (https://storFew readersGuide To Creating An Invoice [Video]
Here's a video showing how to create an invoice: Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readersGuide to "Quick Invoicing"
In some instances you may wish to create an invoice for a single appointment. The "Quick Invoice" option provides a quick and easy way of doing this. To access this: Option 1 Go to the Diary List view Select the correct date from the mini cal or select Go to Today: At the end of each appointment row you will see three dots. Click on the three dotsFew readersHow do I select/de-select multiple appointments when invoicing?
When you go to Create -Invoice, you get taken to a page with lists of appointments and expenses waiting to be invoiced for the active client. To add/remove an appointment or expense from the new invoice, simply use the blue checkbox next to the listed item. If it is ticked, it will be added to the invoice. To add/remove all of the listed appointments or expenses from the invoice, simply use the checkbox next to the 'Date' title at the top of the list (see below image).Few readersHow do I create an invoice for a one off item?
Select your client Click on Create -> Invoice Using the blue checkboxes, untick all appointments/expenses (if there are any to invoice) Click on Add New Expense: Specify the details of the expense and click Save Expense: You will be takenFew readers
Editing your Invoice Layout
How do I add a payment link/button to my invoices?
To add a Pay Link or Pay Button (that can be used with an integrated payment provider) to your invoice footer: Go to Settings -Invoice and chose Layout Scroll down to the Invoice Footer section and click in the editor where you want to insert the link or button Click on the VAR option in the editPopularHow do I add custom fields to my invoices?
In WriteUpp you can add up to 3 of your custom fields to your invoices. Just follow the steps below! Create your own custom fields that will appear on the client summary (if you haven't already done so) -How do I create my own custom fields in the client summary? Go to Settings -Invoice and click on the Layout tab Select which custom fields you would like to aSome readersHow do I add date of birth (DoB) to invoices?
To add your Patient's DoB to invoices: Go to Settings -Invoice - Layout Tick the 'Date of birth' box from under Show on invoice Press Save The Patient's DoB will now show on saved invoices:Few readersWhere can I insert my practice address on invoices?
You can edit the footer of your invoices, to include any details you wish. You may choose to include things like your practice address, telephone number and email address. To do this go to Settings -Invoice -Layout Scroll down to Invoice Footer Add the information you wish to appear in your invoice footer and format the text as you like using the tools above Once you are happy just click Save: (https://storage.crisp.chat/users/helpdesk/website/37ae6Few readersI don't want to use my practice logo on my invoices. Can I add a different image for my invoices?
If you don't want to use your practice logo (uploaded under Settings -Organisation) on your invoices, you can upload a different one that is only displayed on invoices. To do this: Open the main menu and go to Settings -Invoice -Layout Click on the blue Change Image+ button and select an image from your computer:Few readersWhat fields can I add to my invoices?
There are a number of optional fields that you can include on your invoices. To manage these: Open the main menu and go to Settings -Invoice -Layout The fields listed under Show on invoice are all available to be added to your invoices. If the box is ticked, the field will appear on your invoices: If there are any that you don't want to show, just untick that boxFew readersHow do I specify payment terms on an invoice?
You are able to specify standard payment terms in Settings -Invoice -Basics: By setting your payments terms, the Due Date field on the Invoice Details screen will automatically be populated with the invoice date + payment terms. So, for example, if you set payment terms to 30 days and you raise an invoice on 13/11/2018, the due date will be displayed as 13/12/2Few readersHow do I include my professional registration number on an invoice?
Many clinics or practices like to include the professional registration number (for example HCPC number) on invoices. Before you can include a professional registration number on your invoice, you need to make sure that you have associated a professional registration number with your user's profile. To do this follow the steps in the article below: How do I record the professional registration number for a user? (https://help.writeupp.com/en/article/how-do-i-record-the-professional-registratiFew readersHow do I align my invoice logo?
The logo on invoices can either be left, centre or right aligned at the top of the page. To align an invoice logo: Open the main menu and go to Settings -Invoice -Layout Under the Change Image button, use the Align logo dropdown to select whether you'd like your invoice logo to be left, right or centre aligned: If you make a change to the alignmentFew readersCan I include the duration of an appointment on an invoice?
Yes, you can choose to include the duration of appointments on your invoices. To do this: Go to Settings -Invoice -Layout Tick the 'Time/Quantity' box under Show on invoice If this box is ticked, an extra Mins/Qty column will be included on your invoices. This column will include the time in minutes of any appointment items or the quantity of any expenseFew readers
Editing and Deleting Invoices
How do I edit an invoice that has been marked as Paid?
When an invoice has been marked as Paid you can: Change the payment information, if you have made an error Remove the payment, if you have made an error Remove the payment, if you need to change some of the details on the invoice. Once an invoice has been paid you won't see the Edit Header button, however you can remove the payment, make the changes and then mark the invoice as paid again To Change the Payment Information Open the invoice Click on the "Edit Payment InformSome readersHow can I delete an invoice?
Sometimes mistakes happen and an invoice is created that you do not wish to keep. Not to worry, invoices can be deleted really easily! Open it from within the Finance -Invoice view or the Account tab of the client summary, then click on the delete icon at the bottom right: And then Yes to confirm: (https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/Few readersHow do I edit an invoice that is unpaid?
You can change the invoice details of a raised invoice, as long as it has not yet been paid. To do this: Open the invoice Click on the "Edit Header" button at the bottom of the screen Here, you can edit various aspects of the invoice, including the reference, who it is payable by and the address details. (https://storage.crisp.chFew readersHow do I change the starting invoice number?
You can change the number that your invoices start from by going to Main Menu -Settings -Invoice: You can change your starting invoice number at any time, but the value must be greater than the current highest invoice number. For example, if you have already generated an invoice with the number '201', you cannot change the 'invoice number' field (pictured above)Few readersCan I reschedule an appointment that has been invoiced and marked as paid?
If you need to make a change to an appointment that has already been invoiced and marked as paid, this is possible, but please bear in mind that the invoice will contain the original appointment date. The new date will not pull through to the invoice. This creates a discrepancy between what's on the invoice and what's in your diary and HMRC would be likely to take a dim view of your record keeping.Few readers
Invoicing different Appointment Types
How do I invoice another therapist (for example) for room rental?
Set up the therapist as a patient/client in WriteUpp. If you set them up with an email address then you will be able to email the invoice to them Once you have set them up make sure they are the active client/patient Then you have one of two options: Option 1 - With an Appointment Type Set up an appointment type called Room Booking - 1 Hour (or similar) Enter the booking in your diary specifying Room Booking - 1 Hour as the appointment type Click on CreaFew readersHow do I charge for DNAs or Cancellations
Many practices have a policy of charging for DNAs (Did Not Attend) or Cancellations within 24 hours the appointment. If you wish to do this you need to set up a specific appointment status or set of statuses that result in the client be charged even if they don't turn up. To do this: Go to Settings -Scheduling and open the Appointment Statuses tab Click on Create New Appointment Status Give the status a name like Cancelled < 24 hours or DNA and set it uFew readersHow do I charge for Clinical Supervision?
In true WriteUpp style our approach to this is very straightforward. The best way to do this is to: Create a client record for the person you are working with Create an appointment type called Clinical Supervision with the specified cost for this appointment filled in. You will only need to do this once: (https://storage.crisp.chat/users/helpdesk/website/faa1cc83dd09a800/7ce16f40-4159-Few readersHow do I charge using an hourly rate?
To charge using an hourly rate you need to: Create an appointment type with an hourly rate (rather than a fixed rate) Specify the duration when you book the session Create An Appointment Type With An Hourly Rate Go to Settings -Scheduling Under the Appointment Types section, click the Create New Appointment Type button Give the Appointment Type a Name From the Type drop-down list, select whether it is a Patient Appointment (i.e. Consultation), a Non-Few readersHow do you handle packages?
There is no explicit functionality in WriteUpp to deal with packages, like "6 Sessions for £200". However, a partial workaround (using this example) is to do the following: Create six appointment types as follows: Initial (Package 1 of 6) - Cost £200 Follow-up (Package 2 of 6) - Cost £0 Follow-up (Package 3 of 6) - Cost £0 Follow-up (PackagFew readersHow do I charge for admin time?
To charge for admin time, we recommend creating an expense template called, for example, "Admin time - 30 minutes" which has the associated cost. Then you can log this expense either after the admin time has taken place or add it to an invoice when it's being generated. For more information on how to set up an expense item click the links below: Guide to creating an expense Video How do I log an expense BEFew readers
Taking Part Payments
Adding part payments to an invoice
If payment for an invoice is going to be split between multiple parties, you can add these payments to the invoice, so that each one can be identified and paid separately. To add part payments to an invoice: Create the invoice -How do I create an Invoice? Select the orange Part Pay button from the options at the bottom left of your screen Select the blue Add Payment button at the bottom ofFew readersHow do I email a part-payment request?
To email a part payment request: Open the invoice you wish to email a part payment for. You can do this from the Patient Summary -Account tab, for example Select the orange Part Pay button You will be taken to the "Part Payment" page where you will see a list of the payments Select the 3 dots at the end of the row of the part payment you wish to send and select Email (https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/part-payment-menuwlFew readersHow do I delete a part payment?
To delete a part-payment: Open the invoice you wish to delete a part payment for. You can do this from the Patient Summary -Account tab, for example Select the orange Part Pay button at the bottom left of the page You will be taken to the "Part Payment" page, where you will see a list of the part payments for that invoice Click on the 3 dots at the end of the row of the part payment you wish to delete and select Delete (https://storage.crisp.chat/users/hFew readersHow do I see the outstanding balance on a part-paid invoice?
You can view the outstanding balance of a part paid invoice in: Finance -Invoices: Patient Summary -Account:Few readersHow will my invoice look if I take part payments?
After following the part payment steps (How do I part pay an invoice?) an unpaid invoice will look like this: A paid invoice will look like this:Few readersHow do I view part-paid invoices?
To view Part Paid Invoices: From the main menu at the top left of the screen go to Business Views -Finance . The Invoices tab will open Adjust the date range if required and select "Part Paid" from the Status drop-down menu, then click on the blue Update button. Any invoices within the date range with a Status of "Part Paid" will be displayed:Few readers
Sending Invoices
How do I set up an email template for invoices?
If you regularly send out copies of invoices via email, you can quickly and easily set up specific email templates for sending invoices. Doing this will save a lot of time! Open an exisitng invoice. You can do this from within the Invoices tab under Finance or from the Account tab of the Patient Summary Select the email icon at the bottom right of the invoice:Some readersHow do I send my client a receipt?
For appointments invoiced for via WriteUpp For appointments which have been invoiced for via WriteUpp, once payment has been received, you can mark the invoice as paid. Once you've done this, the invoice itself will be stamped "paid": This can then be emailed to the client directly uFew readersHow do I email an invoice?
When you either create a new invoice or view an existing invoice, you have the option to email it directly from within WriteUpp. Click on the email icon at the bottom right of the screen: This will open a page that will allow you to specify the recipients (To, Cc and Bcc). The invoice will already be added as an attachment: (https://storage.crisp.chat/users/helpdesk/websiFew readers
Paying Invoices
How do you mark an Invoice as Paid or Bad Debt?
You can mark an Invoice as Paid from a number of places: From the Invoice Open up the Invoice by selecting it from the Account tab of the Patient Summary, or one of the lists in the Finance View Click the Pay in Full button at the bottom of the page When you select Pay in Full, you will be taken to the Payment Information screen: Select a Payment Date Select a Payment Type. ISome readersCan I take payment from my client when they are in clinic?
Users based in the UK can integrate with Square, which includes the option to pair a Square Terminal to WriteUpp. Provide fully integrated, seamless card payments to your clients using the terminal -Taking in person payments using the Square terminal Alternatively, there is a workflow that you can follow to take payment in clinic using the pay invoice link or button on an invoice: 1Few readers
Creating and Invoicing Expenses
How do I define an expense item?
An "expense item" is a pre-defined expense that you set up once and can use again and again to record: an expense that you wish to charge to a client an item that you sell to clients For example, you may charge mileage for home visits and your standard rate might be 40p/mile. If this is the case, you would set up an expense item called something like "Mileage" or "Fuel". You can set up the item in advance by going into Settings -Expense and clicking on Create New ExpenseFew readersGuide to invoicing expenses [Video]
Here's a guide on how to invoice expenses in WriteUpp: Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readersHow do I log an expense when I raise an invoice?
An expense can be anything that you wish to charge to a client. So it could be mileage/fuel if you do home visits or it could be a medical appliance if you sell items to your clients. In this scenario we're logging an expense at the same time as you're creating the invoice. To make it quick and easy for you to log expenses we've provided you with a mechanism to pre-define expenses (name, price etc), so that all you have to do when you log an expense is enter the quantity. To find out more aboFew readersGuide to creating an expense [Video]
Here's a video showing how to create an expense on WriteUpp: Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readersHow do I amend or delete an expense item?
To change the details of an expense item or to delete an expense item: Go to Settings, then Expenses Click on the three horizontal dots at the end of the row Choose to either Edit or Delete the item from the menuFew readersHow do I see total spend/income by expense item?
To see the total amount of money that you have spent/generated on expense items, open the main menu and choose Finance -Expenses: The date range can be altered using the From and To fields to show all expenses created between 2 dates. If you make a change to the date range, click on the blue Update button to update the view. The list of expenses generated can be expoFew readersHow do I log an expense before I raise an invoice?
An expense can be anything that you wish to charge to a client. So it could be mileage/fuel if you do home visits or it could be a medical appliance if you sell items to your clients. In this scenario we're logging an expense sometime before you actually raise the invoice. To make it quick and easy for you to log expenses we've provided you with a mechanism to pre-define expenses (name, price etc) so that all you have to do when you log an expense is enter the quantity. To find out more abouFew readersHow do I charge for an item (not an appointment)?
To charge for an item follow these steps: Click on Create -Expense Enter the details of the item: To enable you to quickly log this particular item again without having to re-enter the details, you can tick the box next to Save This As Template. The details will be saved as a template, which can then be selected from the Use A Saved Template dropdown for futureFew readers
Payment Types
How do I add or customise payment types?
When you mark an invoice as paid you will need to specify how the invoice was paid, for example by: Bank transfer Cash Card You can add as many alternate payment types as you wish. You can also edit any existing ones (apart from Protected Payment Types) To add or edit payment types click on thFew readersWhat are Protected Payment Types?
Although you can add as many payment types as you like within WriteUpp, you'll notice that 3 of the pre-configured options as marked as 'Protected'. These payment types cannot be edited or made inactive as they are used by WriteUpp in the onward recording and reporting of payments. We know that you might not be using these payment types but should anything change in the future and you begin to, these options will be required for invoice payments. Multiple Payors isn't an option that appears wFew readers
Viewing your Invoices
How do I view my bad debts?
To view your bad debts: Click on the menu at the top left of the screen and select Finance from under Business Views: On the Invoices tab, select Bad Debt from the Status menu:Few readersHow do I view overdue invoices?
Overdue invoices can be viewed under Business Views -Finance in the Invoices tab. Just select Overdue from the Status dropdown, adjust any other filters you'd like to change and then click the blue Update button:Few readers
VAT Rates
I don't charge VAT, what do I do?
When you take out a WriteUpp trial, the VAT rate is set by default at 20%. If you don't charge VAT though, it's really easy to change this! There is no way to remove VAT from WriteUpp, so instead what you'll have to do is set the default VAT rate to 0% for both appointments and expenses. To do this: Go to Main Menu -Settings and choose the Invoice tab Click on Edit under VAT Rate: (https://storage.crisp.chat/users/helpdesk/website/7b417a3d27144800/8703Few readersHow are VAT rates handled in WriteUpp?
In WriteUpp, you have the option to define multiple VAT rates, which can then be selected from when creating an expense or invoice. You can also change the default VAT rate for both appointments and expenses. WriteUpp comes preloaded with three defined VAT Rates: 20% 5% 0% You can add as many other additional rates as you like. It might be important to note that when you are creating an invoice, any changes you need to make to the VAT can only be done by using a rate you havFew readersWhat’s the difference between active and inactive VAT rates?
When creating or editing your VAT rates, you can set them as either Active or Inactive. A green tick means that a VAT rate is currently Active: And a greyed out tick means it is inactive: Active rates will appear in the VAT dropdown list when creating aFew readersHow do I change my default VAT rates?
To change your default VAT rate for either appointments or expenses: Go to Settings -> Invoice then click Edit under the existing default VAT rates: Click on the VAT rate you would like to make the default for either treatments or expenses (or boFew readersCan I edit the VAT rate on an Invoice?
If there are circumstances in which you need to adjust the default VAT rates applied to treatments or expenses, you can manually change the VAT rate using a dropdown list of your current active VAT rates. After pressing Generate Invoice when creating an invoice, the VAT rate currently applied to any appointments or expenses you've selected will be displayed in the line item grid: (https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/image-2022-08-31-at-35909-pm14r0tvt.jpFew readersHow do I add a VAT rate?
By default WriteUpp applies a standard VAT (MOMS, GST etc.) rate to treatments and expenses (which are goods that have been provided to the patient as part of their treatment) In certain circumstances you may need to apply a different VAT rate to either appointments or expenses. If you do, you should add that rate and then apply it accordingly. The following article explains how you add a VAFew readersCan I delete a VAT rate?
No, any VAT rates that you don't use can be made inactive, but can't be deleted. Making a VAT rate inactive means that it won't appear as an option when you create an expense or an invoice, you'll only see it in Settings -Invoice:Few readersHow do I make a VAT rate inactive?
To make a VAT rate inactive: Go to Settings -> Invoice then click Edit under the existing default VAT rates: Click on the VAT rate you would like to make inactive: Click on the green tick box next to Active so it appears greyed out: (https://storage.crisp.chat/users/helpdesk/website/4237298Few readers
Creating and Using Discount Codes
Managing discount calculations
When applying a discount to an item on an invoice, you can choose between 3 different methods: A discount code e.g. TENPC A number e.g. £10 A percentage e.g. 10% if you charge tax/VAT on the services you provide, you can manage how discounts are applied . You can choose to have a discount applied either: Before tax/VAT is applied After tax/VAT is applied To switch between these two options, go to SSome readersApplying a discount to an appointment or invoice
If you'd like to offer your patients a discount on either a treatment or an item, you can apply this when you create the invoice. A discount is applied against an item on an invoice (for example an appointment or an expense) rather than against the whole invoice and its total value. This allows you to control what items are discounted if you include more than one thing on an invoice. There are 3 ways in which you can apply a discount: As a discount code e.g. TENPC As a fixed number e.g. £Some readersCreating a discount code
Creating a discount code in WriteUpp allows you to then apply the defined discount to an appointment/expense when it's being invoiced. It can be applied to either an invoice you generate within WriteUpp, or to an appointment booked and paid for by a patient within online booking. To create a discount code: Open the Main Menu and go Settings -Invoice -Discount codes Click the Create new code button Give your discount code: A name - used to identify what theFew readersApplying a discount code in online booking
If you'd like patients to be able to use a discount code when booking and paying for their appointments online, you'll firstly need to do 2 things: Create a discount code Give your patient the discount code you'd like them to use Once the patient has the code, they'll be able to book and pay for their appointment online with the discount code taken into account. After selecting an appointment via online bookingFew readersCan patients pay for an appointment with a voucher?
If you'd like to allow patients to book and pay for an appointment with a voucher via online booking, you can create a discount code to reflect the value of their voucher. Simply provide your patient with the discount code for their voucher. Then when booking an appointment via online booking with payment switched on, they'll be able to enter their code before proceeding to the payment screen. The discount code fields arFew readersTracking discount codes
To help you track what discount codes have been applied to your invoices, there is a Discount Codes view under Business Views -Finance. In here, you'll see a view of any invoices with items which have had one of your discount codes applied to them. You'll be able to specify a timeframe, choose from a list of your discount codes, and be able to export this information to either Excel or CSV if you wish: (https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/imageFew readers
Exporting to Xero
How do I export invoices to my accounting system if I don't use Xero?
If you don't use Xero you can manually export your financial information from WriteUpp into your chosen accounting system like Quickbooks or Kashflow. This article explains how you do this. Before you get started Make sure that you can import data into your chosen accounting system. Below are links to a couple of articles explaining how to import invoices into a few of the more common systems:Few readersHow will I know which invoices have already been exported to Xero?
For a step by step guide on how to set up your Xero Export, please click here There are a number of ways to tell if an invoice has already been exported to Xero: Invoices that have been exported to Xero will display a status indicator at the top when opened: In both FinaFew readersHow can I prevent duplicate invoices being exported?
For a step by step guide on how to set up your Xero Export, please click here Once you've exported an invoice, WriteUpp will recognise this and won't allow it to be exported again to prevent duplicates appearing in Xero. When bulk exporting invoices, if you select an invoice which has been exported before, WriteUpp will automatically deselect it before proceeding to validation. If you openFew readersCan I export an invoice with a number that already exists in Xero?
When exporting invoices from WriteUpp, if you already have an invoice in Xero with the same number, Xero will attempt to update the existing invoice. This applies to both draft invoices and approved invoices without an associated payment. Any approved invoices which are marked as paid within Xero cannot be updated by the export. Therefore, if you export an invoice from WriteUpp with the same number as an approved and paid invoice in Xero, the export will fail and you'll see a message like thiFew readers
Invoicing using Healthcode
Guide to Invoicing Using Healthcode
Before you attempt to submit an invoice via Healthcode you MUST complete the Healthcode set up process, documented here. If you don't, none of the features referred to in this article will be available. If you have successfully completed the Healthcode set-up, then submitting an invoice via Healthcode is very straightforward, as foSome readersHow do I handle part payment from an insurer when an invoice is submitted via Healthcode
This article explains what you should do if an insurer part pays your invoice submitted via Healthcode. This most often happens when the insurer deducts the policyholder's insurance excess, which it expects you to collect directly from them. When you send an invoice to Healthcode, you typically raise the invoice for the full amount due. There may be exceptions to this but in our experience, this is generally what happens. Once the insurer has paid the invoice, we can't automatically verify (viFew readersHealthcode submission errors
When checking or sending invoices to Healthcode, you might on occasion come across an error that prevents the invoice from being sent. This article is designed to help you decode these messages and guide you on how to resolve the problem so the invoice can be successfully submitted. We're here to help! If you do come across any errors when submitting Healthcode invoices, please don't hesitate to get in touch! While some are easy to identify, some need to be escalated to either HealthcFew readers
Invoicing and Payments FAQs
How do I handle different charges by different insurance companies?
In WriteUpp charges/costs are associated with appointment types, so all you need to do is set up appointment types for each insurer, as shown below: To find out how to set up appointment types click hereFew readersHow do I switch to local currency?
The default currency in WriteUpp can be switched from UK £ to any of the following currencies: US $ Aus $ Can $ Hong Kong HK$ NZ $ Danish Kr. Swedish Kr. EUR € Bulgarian Leva Swiss CHF Sri Lanka R Singapore Dollar SGD Qatar QAR Kuwait Dinar KWD United Arab Emirates AED Norweigian Kr. Nigerian Naira South African Rand R Thai Baht THB Cambodian Riel KHR Malawian Kwacha MWK Angolan Kwanza Kz Bahraini DinarFew readersHow do I handle price increases without impacting historical financial data?
If you want to apply a price increase for a particular treatment you can do the following: Create a new appointment (with the same name) and the new price Once it's no longer needed, delete the old appointment type (old price) - When you delete an appt type you don't exactly delete it, you just discontinue it. This is how we maintain the integrity of appointments that have previously been booked using that appt type. Start using the new appointment type as and when the price change takFew readersHow do I invoice a single third party for multiple clients/patients?
At present, its 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're 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: (https://storage.crisp.chat/users/helpdesk/website/841393747a4e680/03f14309-ffa4-48b1-83f3-24efeFew readersHow do I add ISC codes to my favourites from the master list?
To add ISC codes to your favourites from the master list, simply follow the steps below: Open up the left hand menu and under the Settings & Tools header, click Fields Click on ISC Type in the ISC code or a description of the code that you're searching for When you find the ISC you're looking for, click the star next to it. The star will turn gold, indicating that it is now a favourite This is illFew readers