Learn how to read Power Diary invoices, including business info, client details, services, products, session packs, and custom text fields
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- A - Business Name: This field can be found by going to Settings → Configuration → Business Info.
- B - Business Address: This field can be found by going to Settings → Configuration → Locations.
- C - Patient/Client Name: Brought from their individual profile.
- D - Custom Invoice Text: This text field can be found by going to Settings → Practitioners, then chose a specific Practitioner.
- E- Patient/Client Date of Birth: This is entered into the client profile. You can opt to turn this information off on Invoices by going to Settings → Practitioners → Select a specific Practitioner → Settings.
- F - Service Name & Description: These fields can be found under Settings → Services and by clicking a specific Service or creating a new one.
- G - Product Name & Description: These fields can be found under Settings → Products and by clicking a specific Product or creating a new one.
- H - Session Pack Name & Description: These fields can be found under Settings → Session Packs and by clicking a specific Session Pack or creating a new one.
- I - Custom Text for Invoice Footer: This text field can be found by going to Settings → Configuration → Invoices.
- J - Custom Text for Top of Invoices and Statements: This text field can be found by going to Settings → Configuration → Invoices.
- K - Extra Invoice Text: This text field can be found by going to Settings → Configuration → Locations and selecting a Location.
Note
- Invoice number is set by the system in chronological order. You can reset the last invoice number to a larger number, in Settings > Configuration > Invoices.
- Invoice Date is the same as the appointment date and cannot be manually changed. Invoice becomes recognized as unpaid by the system immediately after the appointment time passes.
- It is possible to set up a custom default invoice due date and a due date specific to a single invoice. Look here for more details.