Add the correct practice name, number and bank details:
- Click on Settings and then Profile page in your AppointmentGuru account.
- Add your business-specific details and click on Save. They will appear on your invoices by default.
To include your logo on your invoices:
- Go to Settings > Media to upload your logo file.
Add invoice and receipt notes, billing address, medical aid info and other settings:
- On the Invoices page, click on the cog icon (top-right).
- Invoice notes can be information like Use the invoice number as a payment reference.
- Receipt notes can something like Thank you for your payment!.
- The billing address is your own billing address.
- Selecting Show online booking details will show a link at the bottom of your invoice where they can book their next appointment with you.
- Selecting Include medical information will add the clients medical aid details for submission to medical aids.
- Selecting Add SnapScan will enable the SnapScan integration (remember, you'll need to sign up for a SnapScan account first!)