Creating a private service code group will allow you to easily find your private codes when creating invoices.  To create a group, go to Preferences, and Service Codes:


a. Enter a group name, then click "Create new group".


b. Your new group will appear in the list above. It is currently empty, though. To add codes to this group, click on the "Edit" button:


This will bring you to the following page:


c. On the right side of the page, search for service codes you want to add to your group (highlighted field below). Once found, click on the code to add it to your list (red area in example below):


d. Review your group on the left side, delete any unwanted codes (use the garbage icon). When you are satisfied with your group, click on "Update Group".


e. To have your private service code group display automatically in your billing window when you select the private billing option, go back to the Service Code page, and click on "Set as private primary" for this group.

Your group will now be set  as "Private Primary", as shown below.


Continue to private invoice setup part 3