Creating Bulk Invoices

Creating Bulk Invoices

You now have the ability to easily create bulk invoices for clients seeing multiple clinicians.  

Step 1: Click on the Create Invoice button in the menu bar. 


Step 2: Click on the "Bulk Invoice" button in the bottom left-hand corner of the pop-up window. 

Step 3: Select the desired date range, client, and clinicians for the bulk invoice. 




Step 4: Press    Filter   
  1. The system will then generate a list of all appointments in the selected date range for that client segmented by the clinician who rendered the services. 
Step 5: Make the desired selections using the checkboxes below, and then click   Generate Invoice  


A Zip folder containing all invoices as separate PDFs will be automatically begin to download to your browser. 

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