Questions answered in this article:
- Can I personalize an invoice?
- In what way can I personalize the invoice?
Related articles:
- Invoicing
- Invoicing example - getting the right details
- Adding your Registration Number and where it is displayed
There are two ways you can personalize an invoice within Therabyte:
- Customizing your practice details for the invoice header.
- Personalizing your profile information for the invoice footer.
Personalizing the header:
- Head over to Clinic Setup > Settings. Then edit the contact information for your practice, as well as the logo.
- To modify or update the address shown in the header, go to Clinic Setup > Billing. Scroll down to find Invoice Header Address at the bottom. Select your preferred address from the dropdown menu.
Personalizing the footer:
- Open up your Account Settings modal:
- Then from the Account tab, enter your Registration/License #. Then click the save button.
- To update your profile, select the edit button and enter your updated information.
- If you want to add a discipline or department, click on the drop down list and click the (+) button.
- Don't forget to save all your changes.
That's all! Your invoices will now have your practice information, as well as the information of the main provider for that session.