Xero - Contracts

• From the Patient’s Timeline click More > Charges

• From the charges Dashboard click + Contract

• Complete the Contract details
  • Search/Select from your treatment codes
    • Adjust the fee if necessary
      • Only users with Xero Edit Patient Contract permissions can edit the contract
    • Add/Remove any other initial fees
    • Add/Remove any additional monthly fees
    • Add any notes
    • Click Create

• All of the invoices for the contract will be created in Xero

• Manage the status of the invoices in Xero
  • Move invoices from Draft to Awaiting Approval to Approved
    • When an Invoice has been Approved it is ready for patients to make payment