Line item groups: grouping invoice line items for faster invoicing

Line item groups allow you to store frequently used combinations of codes - such as procedure and treatment codes, descriptions, and prices - that are commonly used when creating invoices.

By using line item groups, you can quickly add multiple pre-set codes at once, saving time and ensuring accuracy in your invoicing process.

Example:

A physiotherapist may create a line item group called 'Follow-up consultation (other joint)' which could contain codes for the following:

  • Myofascial release/soft tissue mobilisation

  • Mobilisation: all other joints

  • Neural tissue mobilisation

  • Rehabilitation

How to create line item groups

  • Enter a name for the new line item group a name and add the relevant line items

  • Click Save

Watch this video to see how to set up groups of commonly used codes, making it easier to add multiple line items to invoices in just a few clicks.

How to add a line item group to an invoice

  • Generate an invoice from the booking in you calendar

  • Click on Add line item group and select the appropriate option

Watch this video to see how Bookem makes invoicing faster and more efficient with line item groups

Line item groups is a Bookem Plus feature. Click here to learn more about Bookem's pricing.

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