It is possible to edit the layout of your invoices, including what patient information is included on them.
To add your Patient's DoB to invoices:
- Go to Settings -> Invoice - > Layout
- Tick the Date of birth box under the 'Show on invoice' section:
- Press Save
- The Patient's DoB will now show on newly created invoices. You can see where it is positioned below:
You can also add the patients Date of birth as a variable to your invoice footer, if you would prefer. Under Settings -> Invoice -> Layout, in the Invoice Footer editor, use the VAR dropdown to add the 'Date of birth' variable. This will then be populated in the footer of new invoices.
If you wish to edit the invoice layout of an existing invoice, then you will need to go to the invoice, click the 'Edit Header' button and change the layout for that individual invoice. This is because changing your invoice layout in settings will only affect invoices going forwards; any existing ones will stay as they were when they were created. Updated on: 03/07/2024
