View Categories

Import Step-1: How Import Cash Services in Cloudpital?

Importing Cash Services in Cloudpital is a simple and straightforward process. Here are the steps to follow:

Step One :On the Home screen of Schedule, Click on Billing, then Billing Setting, Cash Services .

Step Second: Click on the “Import” button to start the import process.

Step Third:

1.Open the provided Sample file to view the imported staff information. 

2. If you need to add new staff members, you can use the same Excel Sample file.

3. Simply enter the required information for the new staff members directly into the Excel file.

4. Once you have added the necessary information, save the file.

5. Next, upload the modified Excel file to Cloudpital by following the steps outlined below.

Map the fields and click on next.

Click On Finish. Here we can see the Cash Services is Import successfully .You can also search the  Cash Services  to the cash search.

It is important to note that the file you are importing should contain all the required fields for each cash service. These fields include the name of the service, the price, the tax rate, and any other relevant information.

WhatsApp us