How to work with Price Books

• Related Articles

• Updating Product Prices and Costs; Pricing by Location updates

  Once you are live and working in Manage, the original product sheet with new costs/prices cannot be imported because we would have to 'overwrite existing'  and that would wipe out any product history. If you have an original product import sheet with ...

• VAT split – sales that contain the product price and service in one price.

  What is VAT Split/Bundle sale, and how it works A situation when an invoice contains only the hearing aids, but the price of those hearing aids consists of the hearing aids as well as the cost of the service. The Hearing Aid price must have VAT ...

• Finance settings

  NOTE: If a setting is no longer relevant or applicable, it can be set to INACTIVE using the respective toggle or DELETED using the that appears on hover. When you left click on a specific entry, you can quickly launch the EDIT mode. Sale related ...

• Patient Letters and Forms Merge Field Tags list - with commonly used fields highlighted - Manage [30 Sep21]

  3FAHL Left: <<3FAHL Left>> 3FAHL Right: <<3FAHL Right>> Clinic Name: <<Clinic Name>> Company ADP: <<Company ADP>> Company VAC: <<Company VAC>> Company WSIB: <<Company WSIB>> Contact Address 1: <<Contact Address 1>> Contact Address 2: <<Contact ...

• Onboarding Financials Changeover Planning for Existing organisations. Allow enough time to train and support staff, say 1-3 days around Go Live

  Going live with new software in your existing business is a very busy time. We recommend that you allow enough free time around the Go Live date to prepare financials, and to train and support your staff.  We will have already had detailed ...