Turning features on and off

Not every practice uses every part of Practicos. Settings → Features lets the practice owner switch whole modules off, so the navigation and screens only show what your practice actually uses.

Invoicing

If your practice doesn’t invoice through Practicos — perhaps you’re funded through contracts, or you bill elsewhere — switch Invoicing off. That removes, for everyone in the practice:

• Invoices and Accounting from the navigation
• the invoices section on client records
• the financial cards on the dashboard
• payment reports, and invoice results in search
• invoicing steps from your Practice Launch checklist, so nothing nags you to “send your first invoice”

Note

Switching a module off hides it — it never deletes anything. Any invoices, service rates or payment records you’d already created stay exactly as they were, and switching the module back on brings them all back.

Who can change this

Only the practice owner can switch features on or off. Everyone in the practice sees the result — the switch applies practice-wide, not per person.

When it helps

• A contract-funded or school-traded practice that never raises invoices keeps its navigation and client pages focused on clinical work.
• A practice trying Practicos for clinical records first can switch invoicing off now and on later, when they’re ready — nothing is lost in between.