Short answer
On the client's Billing tab, turn on Billed externally with paperwork and click Save Preferences. On Billing their visits carry a Paperwork mark, and Paperwork PDF above the visits table opens the packet window on the Simple one-page layout for every such visit shown, as one PDF. Tick rows first to pick just a few, or use a visit's menu for one.
Step by step
- Open the client and go to the Billing tab.
- Under Billing Preferences, turn on Billed externally with paperwork and click Save Preferences.
- On Billing, set the date range. To see only these clients, choose Billed with paperwork in the billing status filter.
- Click Paperwork PDF above the visits table, check the preview and click Download PDF.
- For one visit, open its menu (the three dots) and choose Visit paperwork (one-page PDF).
Good to know
- Nothing about charging changes. The setting only marks the client and their paperwork.
- Cancelled and not-yet-started visits are left out of Paperwork PDF.
- Ticked rows win: with rows ticked, the button reads Paperwork for ticked and uses only those.
- Mark them billed with Mark billed elsewhere when you send the bill, as for any visit billed outside AveeCare.