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How do I send a monthly group invoice to panel company?

To make Group Invoice, go to the Invoice page.

  1. Click Group Invoice on top. 
  2. Select the date range (in the case of monthly group invoice, select over a month) and insurance/panel from the filter, then click Submit
  3. Click Submit Unposted Chits on the top right corner.
  4. Tick Check All and click Save.
  5. Click Posted Group Invoice to check the group invoice which is just made. 
  6. Select the insurance/panel and the date filter to search for the correct group invoice.
  7. Click Print to proceed with sending an invoice to insurance/panel. 
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