Transfer an Invoice to Another Practitioner
Invoices within IntakeQ show which practitioner they are assigned to, and you can transfer an invoice from one practitioner to another if needed. Below is a typical paid invoice, showing the practitioner name under the client's details.
To transfer the invoice to a different practitioner on your team, follow the steps below:
- Click on the name of the practitioner, which will print up the following screen:
- Select the practitioner you want to transfer the invoice to in the dropdown and click "Transfer".
- The invoice will be transferred to the practitioner you selected.