Dossier

dossier

For each dossier you can find the following buttons:

dossier

  • credit card: to pay all the services in the dossier (if the system is connected to the payment gateway)
  • cancel services: to cancel ALL the services in the dossier
  • payment: to add manually the payment specifications
  • store services: to store the dossier
  • block accountability: to make the dossier not visible to the accounting system (e.g., if the practice is not to be part of current billing)
  • client's statement of account: a pdf that can be sent to the client
  • pdf: a document where you can see all the details of the reservation including the marginality
  • cumulative voucher
  • print: to print the dossier
  • back: back to search page