Need to exclude tagged customers on the Batch Report Manager
For some customers we need to bill the practice, and these practices are tagged BILLTOPRACTICE.
Since we don't want to produce surgeon invoices/statements for the surgeons in those practices, we'd need to be able to select all surgeons without the BILLTOPRACTICE tag. If necessary we can tag the individual surgeons as BILLTOPRACTICE.
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anonymous
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On the BRM step 1, choose "dentists by tag" or "dentists without tag" as appropriate.
The same options are also available for selecting practices with or without a tag.