GDPR- Invoice details


#1

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


#2

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


#3

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


#4

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