Setup (General)

Creating a link to an invoice

When you print an invoice in DT Practice, you can create a link from the invoice to documents in DT FileCabinet, or in a folder that you specify. You can also create links to invoices on the Links tab in the
Detail Billing
 screen.
To create a link to an invoice when you print the invoice, follow these steps.
note
You can print invoices from the
Print Invoices & Statements
 screen (File > Print Invoices & Statements) or from the Review tab of the
Billing
 screen (Actions > Billing).
  1. Select the invoice you want to print.
  2. Select the
    Print Selected
     button.
  3. In the
    Print
     dialog, mark one or more of the following checkboxes.
    • Output to DT FileCabinet
    • Output to file
    note
    The
    Output to DT FileCabinet
     checkbox is available only if you are licensed for that application.
  4. Mark the checkbox for each selected print output location:
    • Create Invoice Link to DT FileCabinet Document
    • Create Invoice Link to File
  5. Select
    OK
     to print the invoice.
Invoices with links to them are indicated by a Link button in the right column of the screen. Select the Link button to open the
Links
 dialog, which displays all links to the invoice. Select a link in the dialog to open the invoice.

This article applies to:

  • Product: DT Practice