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113 VOTE
Status Future consideration
Categories Invoice items
Created by Guest
Created on Feb 24, 2016

Add Default Staff ID to Invoice Items

Users request a configuration to set a default Staff ID for invoice items. This will help reduce billing errors.

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  • Guest
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    Apr 10, 2024

    Even better would be to restrict an invoice item (or classification) to certain staff IDs. Example: A prescription medication refill or any lab test should NEVER be invoiced without being under a doctor, so I want to restrict to doctor IDs. May be nicest for users if we could set an invoice item to default to a specific staff ID or restrict to a specific Staff Classification (like DVM).