Video: Customize the billing templates
Settings - Practice Management
Once you have saved your customized template with a new name:
- Click Settings > Practice Management > Billing Templates.
- Click Upload Custom Template.
- Click Browse to locate and select your customized template.
- Click Upload.
- Clear the Include standard invoice templates and/or Include standard statement templates check boxes, if required.
This stops the standard templates from appearing as options when you prepare your invoices and statements. Instead, you will only see your own customized templates.
- Print a sample invoice or statement to ensure it prints as you intended and that all the data displays correctly.
