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hello everyone and thanks for watching this short video on how to create a an invoice template just for a flat fee or a set fee for your client a lot of you guys have that scenario now the default for I p.m. pry into practice management is the tnm right its just time material but what you want to do is under invoice template youre going to want to just create a template by clicking add and heres what i did i just created one called fee and this is when you click add this what will look like so I named it fee Im looking into my accounts receivable count because again this one sending to QuickBooks and then put in any notes there and i chosed under the drop-down do not track whip you dont need to mess with the quickbooks format but you do need to add a charge line item you need to get rid of a couple the items that are there that are credits or the time entry and youre going to add a line item called fee and this will look like click on fee and again I linked it to a particular ite
