Attach files and treatment notes to invoices

Hi Cliniko legends!

To ensure we have a point of truth when sending third party payers information it would be useful to have the ability to attach treatment notes, letters, or files to the invoice.

Currently we export a pdf and combine it with a Xero invoice. I pay someone to do this when it could simply be part of the invoicing process within Cliniko.

We receive 50% of our revenue from third party payers so this would save us considerable time and $.

The same goes for attaching files/treatment notes to letters.

Even if we could set up an automation based on appointment type this would be even better.


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