When your billing data is imported from Practice CS, you'll choose how your invoices are formatted in Canopy: as a single combined line item or as grouped line items by service.
Available on: All plans with data migration services.
Table of Contents
Single line invoices
Single line invoices combine all line items into one, showing only the invoice total and a note.
Grouped invoices
Grouped invoices break out each service and/or description with its individual amount.
Let your Migration Specialist know your preference
Before your scoping call, decide which format better matches how your firm presents invoices to clients. Share your preference with your Migration Specialist so they can configure the import accordingly.
Choose single line if your clients only need to see a total.
Choose grouped if your clients expect a breakdown by service.
Summary
Your invoice format is set during migration and determines how billing history appears in Canopy. Review the examples above and share your preference with your Migration Specialist before your scoping call.
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