Post by conniejr48 on Aug 27, 2022 15:24:22 GMT -6
Hi, New to Crystal, have used Office Mate prior to this.
I'm at a new practice and the OD uploaded all the products (lenses, her fees, accessories with the appropriate VCodes from an Excel spreadsheet.
However after I create an order, save it, then attach it to a routing slip when I go to billing only her exam codes and the frame code (V2020) are transferring to the invoice.
What step are we missing?
Thanks for any advice.
Connie Rivera
I'm at a new practice and the OD uploaded all the products (lenses, her fees, accessories with the appropriate VCodes from an Excel spreadsheet.
However after I create an order, save it, then attach it to a routing slip when I go to billing only her exam codes and the frame code (V2020) are transferring to the invoice.
What step are we missing?
Thanks for any advice.
Connie Rivera