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How To Convert An Appointment To A Bill

  1. Click on the “Appointments” tab
  2. Click the little invoice icon with the gear and select “Confirmed” from the drop down menu
  3. Then, under the same icon, click “Generate Bill”
  4. When the bill pops up, click the blue “Save Invoice” button
  5. From there you can Accept Payment for the services provided during the appointment

Updated on July 8, 2019

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