Client Multidisciplinary - Generating an invoice with Multiple Referrals

If you would like to learn how to create an invoice first, click here
When you have activated the Multidiscipliany feature creating an invoice will slightly change.

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

James Hogan -

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