Add your invoicing settings
Invoice settings allow you to personalise your invoices.
Add the correct practice name, number and bank details:
- In your account, from the sidebar, under settings, click Spaces. For the relevant space, under Invoice details, click on Edit.
- Add your business-specific details and click on Save. They will appear on your invoices by default.
To include your logo on your invoices:
- Go to the Advanced Settings > Brand and pick the relevant Space.
- Click on Edit on the banner image to access the logo settings.
Add invoice and receipt notes, billing address, medical aid info and other settings:
- Go to the Advanced Settings > Brand (pick the relevant Space) > Invoice Settings.
- Invoice notes can be information like Use the invoice number as a payment reference.
- Receipt notes can something like Thank you for your payment!.
- The billing address is your own billing address.
- Selecting Show online booking details will show a link at the bottom of your invoice where they can book their next appointment with you.
- Selecting Include medical information will add the client medical aid details for submission to medical aids.
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