Articles on: Invoicing & Payment

What fields can I add to my invoices?

There are a number of optional fields that you can add to your invoices, including details about the patient and the item being invoiced.

To manage what fields appear on your invoices:


Open the Main Menu and go to Settings -> Invoice -> Layout

The fields listed under 'Show on invoice' are all available to be added to your invoices. If the box is ticked, the field will appear on your invoices:



If there are any that you do not want to show, just untick that box.

If you have created your own Custom Fields, you can choose up to 3 of these to be included on your saved invoices. You can select these using the 'Custom Field' dropdowns below the checkboxes.

After making any changes, click on the green Save button to the bottom left.

Updated on: 04/07/2024

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