Related Articles
How to download a batch of invoices for a specific Account (Zip File)
Q: How do I download a batch of invoices to be sent to a Customer by email? A: Although there is not a way to automate sending a batch of invoices at this time, you can do the following for the customers that request Invoices to be sent together ...
Email Statement and Invoice Password Set Up
To enhance security and protect your confidential information, we are implementing password protection for all statements and invoices. To set this up, you will need to generate passwords for your Accounts and send them an e-mail with that password. ...
Batch Shipping
Users can now batch orders together that are shipping to the same address. Even if they are for different doctors. Batch shipping uses the ship dates and order status to determine which orders can be batched together. To use Batch Shipping, click on ...
Deleting Accounts and related Invoices
The only thing you can do is mark the account as inactive and mark the Doctors associated with that account as Deleted. We have no mechanism to delete all their invoices.
Financial Transaction History - Export Invoices, Payments, Adjustments to CSV, PDF, or MS Excel
Financial Transaction History - Export Invoices, Payments, Adjustments to CSV, PDF, or MS Excel From Order Management -> Finance -> click the Export Transactions Menu option. Enter the Start and End date for the Financial Transactions that need to be ...