Add a custom third party billing template by going into SETTINGS>BILLING>BILLING ITEM TEMPLATE>SETTINGS GEAR

Select here to add codes specific to that third party provider. This is useful if there are only a few select codes used for that third party provider.

Select here to link it to already established billing codes (such as provincial fee items) and to create the invoice.

Select here to link it to already established billing codes (such as provincial fee items) and to create the invoice. If using existing fee item codes, select them here.


Press: SAVE

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