Neo understands your clients want to view their invoice and estimate details in a logical order. Want to rearrange products on a consultation? Now you can with a click, drag, and drop! You can also edit estimates and refunds too, whether you’re on a laptop, desktop, or iPad. Highlights include:
- Rearrange product lines on pending estimates, or draft consultations and refunds.
- Move individual product lines; or move all products from a grouped procedure template as a single block.
- Note: Individual products cannot be moved in between grouped products.
- When printing or emailing a consultation, estimate, or refund, products appear in the order you’ve selected.
- Consultations and refunds also appear in the order you choose in the Client Portal or 3rd party access.