Transfer an Invoice to Another Practitioner

Invoices are assigned to specific practitioners in PracticeQ. It's a simple process to transfer an invoice from one practitioner to another if needed. 

1. Click Lists → Invoices.
2. Open the invoice you wish to transfer.
3. The name of the practitioner assigned to the invoice will display under the client's details.

   

4. Click the practitioner's name.
5. The Transfer Invoice to Practitioner window will display.
6. Open the Practitioner dropdown menu and select the practitioner to whom you wish to transfer the invoice.
7. Click Transfer.
8. The invoice will transfer to the practitioner you selected.