1. Go to Settings

Log in and go to SettingsInvoicing Invoice Customization.

2. Logo and Footer

Click Browse to upload the logo image stored on your computer. You can also add a footer with text to appear on every invoice (e.g. banking details, email, codes etc).

3. Add additional details

You can add specific invoice notes to a client’s details that will appear on all their invoices (e.g. fiscal code, SSN, insurance code etc). Select a Client FileClient DetailsEdit ClientInvoice Notes.

You can also change the provider number for the practitioner that will appear on the invoice under SettingsTeam Members Select Team Member Details Provider Number.

Example invoice with custom details added:

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