Skip to main content
All CollectionsChartingTreatment planning
How to control whether an item appears on an estimate/invoice
How to control whether an item appears on an estimate/invoice

๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง CA, AU, ROI, UK - Stop certain items from appearing on an invoice or estimate, or vice versa

Amber Morris avatar
Written by Amber Morris
Updated over 2 weeks ago

How to stop an item appearing on my invoice/estimate

If you wish to stop an item from appearing on your invoices/estimates you should:

  • Make sure the value of the item in question is set to zero.

  • Click on the item to expand it into edit mode

  • Scroll to the bottom of the item and untick the 'Show on invoice' button.

  • Click 'Save' against the item to apply your changes.

  • This item will no longer show on the estimates/invoices for this patient.


How to make an item appear on my invoice/estimate

If you chart an item with zero value on the treatment plan, but you still want this item to appear on your invoices and estimates you can:

  • Click on the item to expand it into edit mode

  • Scroll to the bottom of the item and tick the 'Show on invoice' button.

  • Click 'Save' against the item to apply your changes.

  • This item will now show on the estimates/invoices even with a zero value.

Did this answer your question?