update 18.1.1 - pdf invoices

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  • Problem
  • Updated 10 months ago
  • Not a Problem
We export our invoices to pdf  to email to insurance companies (This may change when we update our systems to email directly). In the previous version the pdfs exported directly but now a folder is created for each person with the pdfs in it.  This makes it complicated to compile into each insurance folder and to attach to the emails.  Is there a way to turn off this function? Or can it be changed back to the original way?
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Patsy

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Posted 10 months ago

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Timothy, Business Care Manager

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Hi Patsy. It is not possible to revert this change as it was required to accommodate new invoice functionality in Front Desk in 18.1.

We strongly recommend that you start using the built-in invoice emailing functionality in the version of Front Desk that you're running, which should make the emailing of your invoices much easier compared how you’re trying to manage this at present.

In the meantime, a quick workaround involves using the search box in the top right-hand corner of the Windows folder where you've saved the invoices. By simply running a search for *.PDF, you will be able to see all the PDFs in a single list.

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In Stride Health Clinic

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Patsy,

I love sending my workcover invoicing fornightly via emails with a email template set up to input details.  So much quicker than previous printing out / mailing. plus saves money and time.  

Strongly recommend and encourage you to set up your emailing of accounts.  It has certainly made my workload easier.

Set up your template email with merge codes - speak to FrontDesk if not sure how to do this.  

Another option is template letters (eg. for Medicare EPC Letter back to the doctor) and sms's.  Saves time retying same thing all the time.

Have fun with it.

Sharon