Pimetix (PTY) Ltd

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

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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 6

• 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

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General 6

• 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?

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Mail Settings Related Queries 1

• Setting up your email preferences on smeMetrics

Email Template Related Queries 1

• Configuring your Email Templates :: Invoice Templates