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  1. Firm Help Center
  2. Invoices

Invoices

  • How-to-guides
  • How it works
  • Reference

How-to-guides

  • Viewing invoice PDFs
  • Get a held invoice email sent after you post the invoice
  • Changes to the Invoice Template in your Practice Management System
  • Route client invoice questions to a shared inbox

How it works

  • How to change a sent invoice
  • How an invoice is issued and delivered
  • How invoice numbers are generated
  • Why Aiwyn requires the Client ID on your invoices

Reference

  • Bill approval steps and the role that performs each
  • Invoice status reference
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