From a quote to an invoice

[plasticman]

We use the financial function to invoice our patients and receive payment. Many of our patients have consultations, ask for a quote for the procedure and then go ahead with treatment. Obviously, some don’t.

It would be nice to be able to generate a quote for a set of procedures, and store that quote. If the patient went ahead with the procedures it would be nice to be able to change the quote into an invoice.

Thanks for considering this
Taimur

[Mat Larkin]

Hi plasticman,

Thanks for your post.

I will take a look at this and let you know if this is possible.

Thanks again for your suggestion!

[Author]

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