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Troubleshooting Invoices Not Shipping

Invoicing

The Invoice Shipper collects invoices from Nookal and sends the invoice to Xero. Xero has stricte...

Updated 4 weeks ago by Isaac

Mega Imported Data (MID)

Understanding the Data

Most of the data in The BOS comes from external systems such as Nookal, Xero, GoHighLevel and oth...

Updated 2 months ago by Isaac

Bulk Appointment Invoicing - User Guide

Invoicing

The Bulk Appointment Invoicer allows to you generate invoices from a list of appointments that ha...

Updated 3 months ago by Isaac

Bulk Appointment Invoicing - Manager Guide

Invoicing

What it is Using The BOS you can look at a list of uninvoiced appointments and generate invoices...

Updated 3 months ago by Isaac

Invoice Templates

Invoicing

An Invoice Template describes how invoices should appear when a PDF is generated.  Current optio...

Updated 3 months ago by Isaac

The BOS Invoicing System

Invoicing

The BOS Invoicing System is a collection of separate but related subsystems related to different ...

Updated 3 months ago by Isaac

Writing off invoices (BAD DEBT)

Invoicing

This information is only relevant if you are using The BOS Invoice Shipper and plan to write off ...

Updated 3 months ago by Isaac

The BOS Subscription Adjustments

BOS Setup & Management

Timing of charges Tenants are charged a prorata amount for the remainder of the current month ...

Updated 3 months ago by Isaac

Understanding Form Submissions

Lead Tracking

Form Submissions and Leads (also known as Deals or Opportunities in other systems) are two comple...

Updated 3 months ago by Isaac

ML Trends (forecasts)

Understanding the Data

ML Trends uses machine learning to predict future data by using historical data about your busine...

Updated 3 months ago by Isaac

Practitioner Nicknames

BOS Setup & Management

Practitioners have a nickname property which appears throughout The BOS. Where does this data co...

Updated 4 months ago by Isaac

Integrating Contact Form 7 with The BOS using WebHooks

Lead Tracking

You can integrate Contact Form 7 with The BOS so that The BOS will get a copy of all form submiss...

Updated 4 months ago by Isaac

Duplicate Customers in Stripe

Memberships

The BOS doesn't allow you to merge two clients from the same data source, they must be merged in ...

Updated 4 months ago by Isaac

Growing Your Clients

Growing Your Business

Introduction It's hard to grow your clinic without growing your clients! The BOS platform allows...

Updated 5 months ago by Tobias Atkins

Notifications

BOS Setup & Management

Introduction Notifications are up there with the most powerful tools in The BOS. As simple as it...

Updated 5 months ago by Tobias Atkins

Practitioner Report

Reports

Introduction The Practitioner report is designed to enable practitioner's to keep an eye on thei...

Updated 5 months ago by Tobias Atkins

Role Permissions Setup

BOS Setup & Management

Introduction Role Permissions are an important step to The BOS setup. It sets the environment ea...

Updated 5 months ago by Tobias Atkins

Views and Dashboards

BOS Setup & Management

Introduction Both the Mega report and the Practitioner report have the views and dashboard funct...

Updated 5 months ago by Tobias Atkins

Debt Control

Growing Your Business

One thing that many Allied Health Business' share as they grow and start to attract different fun...

Updated 5 months ago by Tobias Atkins

How to get a Nookal API key

BOS Setup & Management Connecting to APIs

This information is based on the official instructions from nookal. If these instructions are out...

Updated 5 months ago by Isaac