Please can we have different presets for sending patients invoices and receipts?
We often want to send invoices, and even though you have a button that says “send invoice” it only sends the receipt template, UNLESS you work your back to the client card, select send invoice, and then change the template manually.
It seems that you got half way through programming it, and then forgot…
TIA!
Hi.
Thank you for your feedback - I will let the team know about it.
Currently, the preset is the same, however, the content of the templates is different, when sending an invoice, or receipt.
We often want to send invoices, and even though you have a button that says “send invoice” it only sends the receipt template - I have just checked, both POS and the client card, and the send invoice button sends the invoice.
I suggest you write to our support team, should this not be the case on your end, so that they can look into it.
Kind regards.