Invoicing and quoting
Hugo Systems allows for flexible invoicing of treatments by allowing staff members to manage all billable items in a single place.
Administrators can manage invoice settings for your organisation by doing the following:
- logging in
- clicking on the button containing their initials in the top right of the page
- clicking Settings
- scrolling down to the Invoicing and quoting section
From here the following can be managed:
- billable items - any aspect of a treatment that needs to be invoiced for
- billable item groups - billable items that often appear together on invoices may be grouped together to simplify creation of invoices
- invoice generator templates - templates for working with the invoice generator