Adding Alternate Contact Details

For most invoices, the Address, Email and Phone details on the 'Contact' tab in the 'Contact Details' section are sufficient for claiming and receipting. However in some situations you may need to address invoices to a third party, such as a parent, guardian, other family member or employer. To facilitate this you can use the 'Alternate Contact' tab. 

On this tab, if you enter any text in the 'Contact Person' box this will replace the patient name in the address box on any printed estimate, invoice or receipt. You can enter a full name, or something descriptive such as 'Parent of Jonny Smith', or 'Accounts Department'.

If Contact Person is the only information entered, printed documents will use the patient address details. If you want a different address on the printed document you can enter it in the 'Alternate Contact' tab and that will appear on the printed document.

The alternate address can be used without entering an alternate Contact Person. In this case the printed document will show the patient's name and the alternate contact address.

If you need to hide patient details on printed documents, see this article https://support.cesoft.com.au/portal/en/kb/articles/hiding-patient-details-from-printed-files

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