Quick access to new invoice from record

So many times have I been in the clients record, looking at their billing screening or appointments and had a need to create an additional invoice for them. Rather than navigating out of that screen back to the side menu or into the new button via the calendar, it would be so nice to have a link to a new quick invoice direct from the client record - especially as it could pre-fill their name on the invoice and select their default practitioner as a default.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

Over 6 years ago

Author

Paul Weavers

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