Pimetix (PTY) Ltd
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Knowledge base
FAQ'S
Invoicing Related Queries
6
Invoicing on smeMetrics
Invoicing Repeat Appointments on smeMetrics
Invoicing Group Sessions on smeMetrics
Encrypting Invoices on smeMetrics
Loading EDI Credits on smeMetrics
View all 6
Appointment Scheduling Queries
3
Setting Normal Appointments :: Non Billable Appointments
Setting Repeat Appointments on smeMetrics
Group Appointments on smeMetrics
Payment Allocations Related Queries
3
Assigning a single payment to an invoice on smeMetrics
Assigning a payment to multiple invoices on smeMetrics
Allocating the credit amount to invoices (Green little Note)
Configuring your smeMetrics Account
7
Configuring your smeMetrics Account :: Business Info
Configuring your smeMetrics Account :: Calendar Info
Configuring your smeMetrics Account :: Mail Info
Configuring your smeMetrics Account :: Dunning
Configuring your smeMetrics Account :: Invoice Info
View all 7
General
7
Once I have approved an invoice, I am unable to change the details. So for instance, if I approve an invoice and had made a mistake on the contact details, i can't seem to update this without creating a new invoice.
When I email parents, the greeting has their child's name. Could this be changed? So if the greeting can correspond with the name of the person responsible for the account.
I have an invoice with a contact that doesn’t have an email address and the invoice is to be directly submitted to the medical aid. How can I do this since the system displays an error and does not email/submit the invoice to medical aid?
How to generate and download the statement?
How to Share or Link the contact to the Secondary Organisation?
View all 7
Mail Settings Related Queries
1
Setting up your email preferences on smeMetrics
Email Template Related Queries
1
Configuring your Email Templates :: Invoice Templates
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