Video: Customize the billing templates
Settings - Practice Management
There are a number of standard invoice and statement templates in Practice Manager. You apply these when printing statements and invoices for clients.
You can customize these standard templates to suit your needs, such as adding a logo, changing the font, and rearranging the content.
Process of customizing your own billing templates
The following process is based on customizing the Invoice Full standard template but the same principles apply to customizing any other standard invoice or statement template.
- Download the relevant template from Practice Manager.
- Prepare the template for editing.
- Customize the template.
- Upload the customized template to Practice Manager.