Neo Software blog

Rearrange products on estimates, consultations, or refunds

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.

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