How to articles

List of articles to help you use eNoteFile.

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49 articles in this collection
Written by eNoteFile Team
General

How to import clients

Here are some quick tips to help you import your client list.
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Written by eNoteFile Team
Updated over a week ago

How to deactivate a client

Here is a quick guide to deactivate a client to prevent them from showing up in search results.
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Written by eNoteFile Team
Updated over a week ago

How to mark appointment attendance

Here is a guide to change the attendance status of an appointment.
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Written by eNoteFile Team
Updated over a week ago

How to create a new appointment type

Here is a quick guide to create a new appointment type which can be used in the calendar.
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Written by eNoteFile Team
Updated over a week ago

How to create group appointments

Here is a quick guide to create a group appointment type which can be used in the calendar.
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Written by eNoteFile Team
Updated over a week ago

How to Join a Webinar?

Here are some quick tips to help you join an eNoteFile Webinar.
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Written by eNoteFile Team
Updated over a week ago

Translate eNoteFile with Google Chrome

Translate eNoteFile with Google Chrome Translate extension
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Written by eNoteFile Team
Updated over a week ago

Add unavailable times to calendar

This article will help you add ad hoc breaks (unavailable slots) to your calendar.
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Written by eNoteFile Team
Updated over a week ago

How to change the time slot duration in the diary

Here is a guide on how to change the time slot duration/size in the calendar.
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Written by eNoteFile Team
Updated over a week ago

How to print the diary

Here is a quick guide on how to print your calendar from your browser.
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Written by eNoteFile Team
Updated over a week ago

How to add or remove the header/footer when printing

Here are some quick tips to add or remove the header and footer when printing a note or invoice.
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Written by eNoteFile Team
Updated over a week ago

How to view diary and notes in a new tab

Here is a quick guide on how to open your diary and notes in a new tab to make it easier to view multiple notes and client files.
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Written by eNoteFile Team
Updated over a week ago
Invoicing

Invoice overview

Quick overview of eNoteFile invoice
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Written by eNoteFile Team
Updated over a week ago

How to Customise an Invoice

Here are some quick tips to help you customise your invoices with a logo, footer and recurring client specific notes.
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Written by eNoteFile Team
Updated over a week ago

Invoice Multiple Appointments

How to add multiple appointments on a single invoice for a client.
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Written by eNoteFile Team
Updated over a week ago

How to change tax settings

Here are some tips to change the tax amount for an appointment or product.
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Written by eNoteFile Team
Updated over a week ago

Practitioner provider number on an invoice

How to add practitioner provider number to an invoice
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Written by eNoteFile Team
Updated over a week ago

Invoice third-party

This how to will help you invoice third-party companies (Work Cover)
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Written by eNoteFile Team
Updated over a week ago

How to add details for other payment methods

How to add payments for other payment methods not in the list of payment methods on an invoice (e.g. cheque, direct debit).
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Written by eNoteFile Team
Updated over a week ago

How to apply a discount on an invoice

Here are some quick tips to apply a discount to an item or product on an invoice.
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Written by eNoteFile Team
Updated over a week ago

Inserting hours worked on invoice

How to insert hours worked on an invoice.
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Written by eNoteFile Team
Updated over a week ago

How to cancel an invoice

Quick guide to cancel an invoice and view cancelled invoices.
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Written by eNoteFile Team
Updated over a week ago