How do I set up and manage sundry items?
When you set up sundry items, they can then be selected from a list when generating a sundry invoice.
📝 Please note: You need Permission Level 4 (Administrator) to add and amend sundry items.
You need Permission Level 4 (Administrator) to add and amend sundry items.
In your settings, go to 'Treatments & Plans', then to the 'Sundries' tab.
Any current sundries will be displayed and can be amended by typing in the field.
Sundries can be deleted by clicking the bin 🗑️ icon.
To create a new sundry, click 'New sundry' in the top right.
A new line will be added - simply type the details in each field and click 'Save'.
If you are a multi-site, the 'Location' column allows you to specify which site the sundry is available to. If you wish it to be available to all sites, leave the field blank.
💡 Top tip: 'Name' is how the sundry will appear on invoices, while 'Nickname' is how it will appear to your team in the dropdown so it is easily identifiable.