How do I charge for an item (not an appointment)?

To charge for an item follow these steps:

  1. Click on Create -> Expense 
  2. Enter the details of the item:
  3.  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 A Template.  The details will be saved as a template for future use with any patient and be available in the Use A Saved Template dropdown:
  4. Click Save
  5. You are then able to generate an invoice for that item by going to Create -> Invoice and making sure it is ticked for inclusion before you click Generate Invoice:


Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request


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