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Set up an invoice print template

Control the look and feel of your invoice printouts

Updated over a week ago

Creating invoice print templates is a great way to customise what information the recipient sees when they receive an emailed or printed invoice. This is particularly useful for third parties where client information needs to be de-identified. You have the option to create and customise as many templates as you like so this can aid your practice to differentiate between the multiple types of recipients like your clients and third parties such as insurers, employers and referrers.

In this article we will discuss:

πŸ“ In the scenario where you don't see Invoices under templates, ask one of the Supervisors within your practice to review your Feature Permissions

Navigating to invoice Templates

1. Start off from the Dashboard

2. Then click on Setup and select Settings from the drop-down menu.

3. Under Templates, click on Invoices.

Create the Template

​1. Click on Add Template.

2. Set the recipient of your template

3. Write the name of your template

4. You can now start customising your template

Customise the template

1. Commence with populating the fields such as name, description and any other components you wish to customise.

2. Under the Display category, tick which areas you'd like to see on the template.

3. To customise what elements are displayed on the invoice, select Edit Fields.

4.Here a pop-up box will appear and state all the information you may want on your template. Tick the elements you want to be presented and then close the pop-up box.

5.Once you're happy with your invoice print template, click Save Template

πŸ’‘ If you are having issues with the size or positioning of your invoice image, try changing the dimensions of the image to 750 x 300 pixels

πŸ“ If you wish to have the recipient's referral, employer, insurer or family member details listed on their invoice, you will need to have entered this prior to using this invoice print template.

πŸš€ Did you know that our add-on Pin Payments allows you to easily pay your client's invoices online? You can easily send a payment link when emailing the client.

See similar articles relating to using the template and invoicing:

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