Setup (general)

Creating a link to an invoice

When you print an invoice in Digita Practice Advanced, you can create a link from the invoice to documents in Digita 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. Click the Print Selected button.
  3. In the Print dialog, mark one or more of the following checkboxes.
    • Output to Digita FileCabinet
    • Output to file
  4. Mark the checkbox for each selected print output location:
    • Create Invoice Link to Digita FileCabinet Document
    • Create Invoice Link to File
  5. Click OK to print the invoice.
Invoices with links to them are indicated by a Link button in the right column of the screen. Click the Link button to open the Links dialog, which displays all links to the invoice. Click a link in the dialog to open the invoice.

This article applies to:

  • Product: Digita Practice Advanced