PracSuite

Customising Invoice Preferences

Setting Default Invoice Due Date Preferences

How to Update Fees for Item Codes & Stock Items

Using 'Fee Adjustments' to update Fees, Discounts and Rebates across multiple Item Codes

Using the Hourly Billing feature

Understanding Open Invoicing

The Batch Invoicing feature streamlines the billing process by automatically generating invoices for appointments at a specified time after the appointment ends, as well as ad hoc for a selected…

Automatic Batch Invoicing

Accounting Periods

Invoice Save Preferences

Addressing Invoices to Patients 'care of' a Third-Party

Automatic Invoice Reminders

Quickly adding stock/product items to an invoice using a barcode scanner

Using a Barcode Scanner with PracSuite

Settings and Preferences

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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