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从预约生成发票

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  • 24 6 月, 2025 8:53 上午 #4911 回复
    panhz
    管理员

    从预约生成发票

    1.从 myro.ca 登录到您的 MySOAP 帐户。

    2.点击屏幕左侧 MySOAP Notes 旁边的下拉箭头 ，选择预约 Booking -> Booking。

    3.找到需要生成发票的预约，鼠标悬停，点击 Intake 右侧的下拉箭头，选择 Invoice。

    4.可以选择开票类型 Invoice Type、开票时间 Invoice Date、是否加税 Tax，更改治疗日期 Date、时长 Duration、价格 Price 等。同一诊疗师在一个地点为同一客户提供的多次同类型服务，可以通过 Add Item 开在一张发票中。

    5.点击 Submit 以确认并提交。

    备注：Client 身份无法开发票。

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