We’ve added an exciting change to Invoices! When creating or editing an Invoice, you’ll now have the option to view the patient’s most recent Invoices (specifically the last 5 created) !!
This includes the dates, Billable Items or Products included, and totals of their Invoices.
If you have a large screen, you’ll see this automatically on the right side of your screen. However, if you have a smaller screen or device, you can see the most recent Invoices by opening the toolbar (indicated by the “<” icon).
When viewing the most recent Invoices, you also have the option of navigating to any of the Invoices listed. Simply select or click the date of the Invoice and it’ll navigate to the Invoice. Just make sure to save any changes to the Invoice you’re working on before navigating away.