Invoices are now less needy

Previously our invoices were quite needy, they always wanted a practitioner to keep them company. We've been helping them with some personal growth, and they're now comfortable on their own.

The great news for you is that you'll now be able to create an invoice without giving them a practitioner. These invoices will show up in the reports under "No practitioner".

We're so proud of them!

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Comments

  • Avatar
    Alex Green

    This is all very well, but I can't seem to trace the invoice that is unassigned in error to be able to attach a practitioner to it!
    Is there a way to find out which invoice is not assigned to a practitioner so I can make sure I'm not under-paying my associates?

  • Avatar
    Clinton Beeken

    Hey Alex,

    Sure thing you can find it! If you head to reports, then select the "Revenue by Closed Invoices" or "Revenue by Raised Invoices", then you'll see the option for "No Practitioners" in the Practitioner filter drop down bar. Simply select that one, create the report, and you'll see all the Invoices assigned to no-one!

    Let us know if that works for you :)
    Clint.

  • Avatar
    Alex Green

    Perfect, thanks.

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