Referrer Information on Invoices from Contacts

Hi, the ability to migrate data from contacts onto extra invoice information is sorely overdue! As it stands the same GPs names and provider numbers have to be manually entered for each new client into client extra invoice information when it could easily be extracted from contacts.

2 Likes

Hi @practice, thank you for this feedback. I completely agree that having this option would be a big time-saver! I can definitely pass it on. :slight_smile:

Emily

1 Like