How do I invoice a single third party for multiple clients/patients?
At present, its not possible to invoice a third party for multiple clients/patients. However, here's a neat hack that might work for you.
For example, if you're a physiotherapist who works with a rugby team and you want to invoice the club at the end of each month for all the players you've seen, this should work for you:
Create a simple invoice template in Google Docs/Microsoft Word:
In WriteUpp, create a new appointment type and name it something along the lines of "Chester Tigers - Sports Massage"
Specify the relevant value and duration of this appointment type
Book the players into your diary with this appointment type
Open up the left hand menu and select Activity under Business Views:
Input the date range that you'd like to invoice the rugby club for, select "Chester Tigers - Sports Massage" from the Appointment Type dropdown and then click on the blue Update button:
Copy the table which is produced:
Paste the table into the Microsoft Word/Google Doc you created in step 1
If the table is wider than the document you've created, click on the table then the Layout tab. Click Select and then Select Table from the dropdown. Click the down arrow by width and the table will fit to the width of your document:
Save, Print or email your manually created invoice
For example, if you're a physiotherapist who works with a rugby team and you want to invoice the club at the end of each month for all the players you've seen, this should work for you:
Create a simple invoice template in Google Docs/Microsoft Word:
In WriteUpp, create a new appointment type and name it something along the lines of "Chester Tigers - Sports Massage"
Specify the relevant value and duration of this appointment type
Book the players into your diary with this appointment type
Open up the left hand menu and select Activity under Business Views:
Input the date range that you'd like to invoice the rugby club for, select "Chester Tigers - Sports Massage" from the Appointment Type dropdown and then click on the blue Update button:
Copy the table which is produced:
Paste the table into the Microsoft Word/Google Doc you created in step 1
If the table is wider than the document you've created, click on the table then the Layout tab. Click Select and then Select Table from the dropdown. Click the down arrow by width and the table will fit to the width of your document:
Save, Print or email your manually created invoice
Updated on: 14/02/2023
Thank you!