I'm trying to create an invoice for a client for the year to submit to their insurance of all their past appointments for this year. Is there a way to import all past appointments for the year into the invoice?
Hey @Kifferie. Thanks for reaching out.
There's not a way to pull all previous appointments and combine them into one invoice. Tom shares a workaround on this thread that might be helpful. But let us know if you need any clarification.