When you create a treatment estimate from the consultation page, the estimate is shown on the consultation page under Consultation details. You can also connect a previously created estimate to a specific consultation of a client and patient.
To use the estimate, select the estimate link.
In the Copy estimate items dialog, select the items you want to copy for the consultation invoice. If needed, you can edit the estimate by selecting Edit estimate.
When you are ready, select Copy. The copied items are shown on the consultation page under Treatment items and will be included on the invoice.