Default solution folder, feel free to edit or delete it.

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.
You can't change an invoice once you've allocated a payment to it. But before then, you can select an invoice, click on the edit button and then c...
Fri, 14 Aug, 2015 at 12:20 PM
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.
We added the person responsible feature recently but it obviously needs more work. I will log your feature request and let you know when this is released. I...
Fri, 14 Aug, 2015 at 12:47 PM
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?
You can enter your email address for the contact, then when you click Mail to send the invoice, the system will ask you if you want to send it to the medica...
Fri, 14 Aug, 2015 at 12:22 PM
How to generate and download the statement?
When you get a request from your clients for the statement which proves that the therapy was paid for over a period of time for tax purposes or to check for...
Mon, 9 Aug, 2021 at 2:46 PM
How to Share or Link the contact to the Secondary Organisation?
When you have a secondary organisations linked under your primary account, you have an option to share the contacts with them easily.  To share...
Mon, 9 Aug, 2021 at 3:21 PM
Export and Import the contacts database from smeMetrics
Importing contacts between smeMetrics accounts is as simple as uploading a single file. Adding each contact into system is very time consuming and hence we ...
Sun, 22 Aug, 2021 at 2:45 PM