When generating an invoice, Bookem automatically includes the client’s name and address from their profile. Invoice templates come with preset client fields, allowing you to create medical aid-compliant invoices straight away. You can also customise your invoice template with additional client information.
Invoices use client fields from client profiles, which are synced through form submissions. Ensure client forms include key invoicing fields so your team doesn’t need to enter data manually. When clients complete their forms, their details will automatically appear on invoices.
1. Set up client information fields in invoices
Scroll to 'Additional client information'
Use the # symbol to access a list of available variables and select the ones you need
ID/ passport number
Date of birth
Medical aid name
Medical aid membership number
Medical aid plan
Adding a label followed by a colon (:) means that if a field is blank, the entire line will be omitted from the invoice.
Medical aid name: #medical aid name
Medical aid number: #medical aid number
Patient ID number: #ID/ passport number
If the medical aid name and medical aid number are blank, those lines won’t appear in the invoice
The first image below shows medical aid details when they are included.
The second image shows an invoice where those details are omitted because the fields were left blank
Now that client details are set up, you can generate an invoice