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Preload extra information onto an invoice
Preload extra information onto an invoice

Automatically include unique information on each patient's invoice.

Emily avatar
Written by Emily
Updated over a week ago

When you create an invoice for a patient, there may need to be specific information that always shows up on that invoice, such as referring doctor information or something that the patient's insurance company may require.

It would be a bit of a pain to have to type this information into each invoice that you generate for this patient, so we've designed something to make this easier! 

All you'll need to do is enter the details once for each patient, and after that, you won't need to worry about typing the same thing onto each invoice! Just follow the steps below and you'll be all set.

Preload an invoice with extra information

Find the patient in question and edit their details so that you can enter new information.

Under Billing information, you can enter the details into the Invoice extra information section:

Save the newly-updated details, and you're all set!

Now, when you create an invoice for this patient, you'll see those details show up on the invoice under Extra patient info:

When viewing the invoice in Cliniko, those details will look like this:

And the printed/PDF version will display them on the left-hand side:

If you add or change the information in the Invoice extra information field, it will not affect previous invoices. It will only affect new ones, starting from the moment you make the change.

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