GDPR- Invoice details


Hi one of the big insurance companies our saying they wont accept our invoices anymore via cliniko as they contain clients full name & DOB- they say it should only have ref number & surname- would it be possible for you to add this option to edit invoices asap ?? please


I’m not sure about ref number and surname. Do you think removing DOB would be enough?


We can be fast, we just need a reasonable solution.


They say it must only have surname & Ref number… I would have thought removal of DOB would be enough