February 2017

Upload – Word Invoice Template Upload

IconUsers with the privilege titled Mange Templates will have access to the Template option in the Setup menu. In Blueprint OMS, click the Setup menu on the main toolbar. Double click on the Templates menu item and select Invoice templates. Click Create new. Locate the file and click Open. In the Create invoice template dialog box, give the template a Name Read More

Generate – Invoice template

Upon completing a sale in Blueprint, the Invoice template selected will default based on the type of invoice being created. Optionally, click into the Invoice template drop-down menu, on the Allocate costs screen, to adjust the template. Optionally, click into the Notes field to add or edit the note. Click Create invoice(s)/Complete Sale. Read More

Invoice Template

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Blueprint has been a major help in running my practice. It is so much easier to track patients and hearing aids – great for marketing! The technical support is fantastic.

Kathy Rocuant, AuD
Hearing Physicians Centers

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