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Why can’t I Save & Review an invoice marked as an insurance payment type?
Why can’t I Save & Review an invoice marked as an insurance payment type?

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Updated over 2 weeks ago

Generate Invoice has the same functionality as Save & Review for insurance payment types.

  • Nothing is sent to the client when this payment type is selected.

    • It is in the draft status in billing

  • Therefore, there is no need for a Save & Review option when dealing with insurance payments.

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