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How do I send a monthly group invoice to panel company?
To make Group Invoice, go to the Invoice page.
- Click Group Invoice on top.
- Select the date range (in the case of monthly group invoice, select over a month) and insurance/panel from the filter, then click Submit.
- Click Submit Unposted Chits on the top right corner.
- Tick Check All and click Save.
- Click Posted Group Invoice to check the group invoice which is just made.
- Select the insurance/panel and the date filter to search for the correct group invoice.
- Click Print to proceed with sending an invoice to insurance/panel.