Selecting the Practice

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Genie allows you to invoice from multiple practices by allowing multiple Practice Preferences each with their own address and letterhead (see Practice Preferences). If you bill from multiple practices then after adding items to an invoice you should select the appropriate practice from the Practice popup menu which appears in the middle of the invoice window.

selectprac1

 

This will insert the appropriate practice letterhead on the invoice.

If you only have one Practice Preference record then you can ignore this popup.