Adding personal and medical aid information

Personal and medical aid-specific information (scheme name, number, client details etc) can be added to invoices. When you add these details, you'll only need to add them once and they will always appear on invoices made for that particular client.

Here's how to add personal and medical aid information:

  1. Find the relevant client on the Client page, click on it.
  2. Click on the Client Info tab and add the medical aid and personal information.
  3. Click Save when you're done.

If the medical aid details aren't appearing on your invoices, make sure that Include Medical Information is selected on your invoicing settings (go to the Invoices page and click on the settings icon, top-right).

It's that easy!