Client Multidisciplinary - Generating an invoice with Multiple Referrals
Below will show you how to navigate through the different feature
Step 1 - click on 'Allocate to referral' and select on the referral that belongs to this specific invoice
- 'Allocate to referral' will display all the referrals you have connect to this clients file.
Step 2 - Referral Details will appear in 'Referral/Request Information' automatically
Now you can complete your invoice
For more information on generating and saving invoices, click here
Daniela Bozinoski -