Upload – Word Invoice Template Upload

IconUsers with the privilege titled Mange Templates will have access to the Template option in the Setup menu.
  1. In Blueprint OMS, click the Setup menu on the main toolbar.
  2. Double click on the Templates menu item and select Invoice templates.
  3. Click Create new.
  4. Locate the file and click Open.
  5. In the Create invoice template dialog box, give the template a Name and fill-in the remaining optional fields:
    • Check the box next to the signature line options to default a signature line on the template for patients and/or 3rd parties.
    • Type a default Disclaimer and/or Default note.
    • Check the boxes next to the type of sale you would the template to be utilized with (Batteries/Accessories/Services sales, Repairs, and/or Hearing aid and Orderable item sales).

  6. Click Create.

I had to send you a huge THANK YOU email for the text snippets in OMSv2.5. You have forever improved Blueprint OMS and made a clinicians daily life SO MUCH easier. Thank you for the awesome upgrade features! This update was packed full of very practical updates and one of the best yet!!!!!! A feature like this improves work/life balance by helping us do “paperwork” more efficiently. The ability to personalize the snippets is awesome. THANK YOU SO MUCH!!!!

Dr. Erin Rellinger
Eye Consultants of Atlanta

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