Sales templates
Sales templates make it easy to quickly make invoices, estimates, and customer orders that have applicable products.
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Invoicing Getting started Service fees Price adjustment reasons The not-ready-for-billing condition of invoices Price adjustment rules Medication invoicing Diagnostics invoicing Wellness plan invoicing Find and show invoice information Send clients messages about invoices Recurring invoices Interest charges Tax Estimates Statements Invoicing configuration Support webinar: Invoicing 101 Troubleshooting for invoicing About sales templates Sales templates and clinical records Sales templates and product price changes Sales template configuration Sales template troubleshooting