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Invoice Designs
An Invoice Template describes how invoices should appear when a PDF is generated. Current optio...
Forward Bookings
Forward Bookings is an incredibly important metric for any allied health business. It measures ho...
Mega Report Global Filters
Mega Report now supports Global Filters. This allows you to block certain items from appearing on...
Booking Delay
Booking Delay measures the working days between the date the appointment was booked in and the ac...
Practitioner Teams and Visibility on Practitioner Report
What can users see? The data you can see on practitioner report is based on a few settings: W...
'Profession' vs 'Practitioner Profession'
Many rows on the mega report can be broken down by both Profession and Practitioner Profession. ...
Understanding Expenses and Wages in TheBOS
Expenses Expenses are journal entries collected from the chart of accounts in your accounting...
Custom Lead Fields
The BOS allows you to create custom lead fields. These are basically just 'special' categories ...
Troubleshooting Invoice Reminders not sending
Automated Invoice Reminders is a feature available on some plans. Ensure you are on an appropriat...
Cases, Budgets and Sub Budgets
Similar to Nookal, The BOS stores the following data and it relates as follows: Term Exam...
Troubleshooting Invoices Not Shipping
The Invoice Shipper collects invoices from Nookal and sends the invoice to Xero. Xero has stricte...
Mega Imported Data (MID)
Most of the data in The BOS comes from external systems such as Nookal, Xero, GoHighLevel and oth...
Bulk Appointment Invoicing - User Guide
The Bulk Appointment Invoicer allows to you generate invoices from a list of appointments that ha...
Bulk Appointment Invoicing - Manager Guide
What it is Using The BOS you can look at a list of uninvoiced appointments and generate invoices...
The BOS Invoicing System
The BOS Invoicing System is a collection of separate but related subsystems related to different ...
Writing off invoices (BAD DEBT)
This information is only relevant if you are using The BOS Invoice Shipper and plan to write off ...
The BOS Subscription Adjustments
Timing of charges Tenants are charged a prorata amount for the remainder of the current month ...
Understanding Form Submissions
Form Submissions and Leads (also known as Deals or Opportunities in other systems) are two comple...
ML Trends (forecasts)
ML Trends uses machine learning to predict future data by using historical data about your busine...
Practitioner Nicknames
Practitioners have a nickname property which appears throughout The BOS. Where does this data co...