Apps / Invoices and quotes
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Invoices and quotes
Quote a treatment plan and turn it into an invoice
Overview
Send a treatment plan as a quote, then turn it into an invoice once the patient says yes. The numbers never get typed twice.
How it works
- Install Invoices and quotes from your Sovica workspace.
- Choose what it reads and what it can write back.
- Use it in workflows, sequences and agents, with everything on the patient record.
Configure
- Install the app.
- Click Connect and sign in to Invoices and quotes.
- Approve the access request.