Billable item groups

Your practice may have billable items that frequently appear together on invoices.

To make it more convenient to add these items to invoices, an administrator may group them so that they can be added to invoices in a single step.

To view your organisation’s billable item groups:

Creating billable item groups

Before creating a group, ensure that your practice has one or more billable items.

Once you have some billable items to work with:

click the Add billable item group button
add a title for the group
add the relevant items to the group using the Add item button below the existing line items. Note that items from existing billable items can be added to the items in this group
update the quantity for each item
click Save

To edit an existing billable item group:

search for the group in the list
click on the dot menu on the right of the group you want to edit
click Edit
update the form
- to mark line items for deletion when submitting the form, click on the trash icon on the right of the item
click Save