Print invoice with linked progress notes in one PDF
When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
2
votes
AdminSarah M
(Admin, theranest)
shared this idea
-
Kate Shepard
commented
Every month, we have to pull notes for each client and generate invoices (from our other billing software at this time) then combine the notes and invoice into one PDF before emailing to the payer. It would be great to be able to generate an invoice and automatically print the associated progress notes for each line item as subsequent pages in the Invoice PDF.