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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 10 months 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.

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