Have you ever added in Line Items on the Outcome screen after an invoice has been made, and needed those Services from the Line Items tab added to the existing invoice created? We got you!

In the example below, an Appointment-Associated Invoice has been created for a patient that came in for a 60 Minute Massage:

When we go to the Outcome screen of their appointment, however, we notice that they also received Stim, which has not been added to the invoice. If Stim requires a separate Appointment-Associated Invoice to be made, you may click Create an Invoice from the Line Items tab.

To add this charge to the existing invoice already created, head to the original invoice, and locate area under the grey payment box. You should see:

Click on the the import button to bring the charge added from the Outcome screen to the invoice:

From here, you should be able to take any payments needed, and then don't forget to mark the Appointment as Complete! 🤩