How to Add Products to an Invoice

  1. Overview
  2. Products
  3. How to Add Products to an Invoice

How Products Connect to Billing

Products can be added directly to invoices alongside services.

This allows clinics to:
• Bill products and services together
• Manage retail workflows
• Track inventory usage during care delivery

How to Add Products to an Invoice

  1. Open the invoice

  2. Select Add Product

  3. Choose the product

  4. Confirm quantity and pricing

  5. Save the invoice

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