Creating Invoices Using Customer Grouping
Go to the Administration tab, and click [Customer Grouping].
Click "Invoice..." hyperlink, will allow any members of the customer group to be invoiced.
Suggested articles:
Related Articles
Creating Invoices
In MediBooks there are a couple of different ways to create invoices. This article will provide a brief overview of each of these methods and where to find more information, as well as how to use the invoice screen. The most common way create ...
Setting Billing Information Properties
Go to the Customer Tab within MediBooks. Search for the Customer/Business required (Details of how to search are available in Searching) Select the Customer you wish to edit by clicking on the Customer. Under Modify click [Customer Details] On the ...
Using the Invoice Screen
This article will focus on the invoice screen for customers, however certain aspects will apply to multi-recipient invoices as well. For information specific to Third Party invoice please read here: Creating Invoices Using Third Parties You can amend ...
Creating Invoices Using Task Scheduling
There are a couple of different ways to create multi-recipient invoices from the Task Scheduling tab, this article covers creating invoices for members of a Statement Billing Task. Go to the Administration tab, and click [Task Scheduling]. Click the ...
Creating Invoices Using Third Parties
Open the third party tab, and click the third party you would like to create an invoice for customers. Select [Invoice] from the ribbon bar at the top of the page. The invoice dialog will open. The table on the top left of the screen can be used to ...