How do I link a billing transaction to an appointment?

Here's how to link a billing transaction to an appointment. 

1. One way is while adding billing info from a note. The billing transaction will be automatically linked to the appointment selected under "Link to an appointment."

2. Another way is by you manually adding a billing transaction. You can select an appointment under the "Link to an appt" drop-down. 

3. You can see that a billing transaction has been linked to the appointment. A "$" sign appears on the "Calendar Event" screen. 

If you have any questions, please contact us.