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Invoice generator templates

For treatments with a well-defined invoicing structure, one can make it simpler to work with the invoice generator by creating templates.

See the invoice generator page for how to use templates once they have been created.

Administrators may manage invoice generator templates for your organisation by doing the following:

The form for managing the details of templates works in much the same way as the form for generating invoices, with a few small differences:

  • templates have a title to make it easier to differentiate them from each other
  • templates are not associated with any particular location
  • templates are not associated with appointments
  • the reference date on the form is there to help with evaluating how dates on generated invoices would appear

Creating templates

Once on the page listing your organisation’s templates, new templates can be created by clicking on the Add template button next to the heading of the page.

Please see the invoice generator page for details on working with invoice sets, line items, and due dates.

Editing templates

From the page listing your organisation’s templates, click on the title of the template, or:

  • click on the dot menu to the right of the template you would like to edit
  • click Edit
  • follow the instructions on the invoice generator page for details on working with invoice sets, line items, and due dates.

Archiving templates

To archive a template:

  • click on the dot menu to the right of the template you would like to archive
  • click Archive template

Once archived, a template will no longer appear on the invoice generator page.

Restoring archived templates

To restore an archived template, from the page listing your organisation’s templates:

  • find the Status dropdown below the heading of the page
  • click Archived
    • the items in the list that have been archived will be marked as archived
  • find the template you would like to restore
  • click on the dot menu to the right of the template
  • click Restore template
    • the template will now appear under the Active and All statuses in the dropdown