Overview
There are some items that may be added to or changed for the private pay invoice and statement.
Article Sections
What Can Be Changed
a) Invoice Top Address & Phone Number.
b) Invoice Remit To Address.
What Can Be Added
c) Permanent Note with Terms & Conditions etc. (Invoice Only)
d) Upload logo.
Make Changes
The invoice top address and phone number comes from the My Account page in the Setup area. If there is a small error in the information, make the correction on the My Account page.
Main menu > Setup > Company > My Account.
If however the information on the My Account page is correct but you want to use a different set of details on an invoice for a particular program you can override the My Account details on the Program page.
1. In the main menu select: Locations > Select Program > Press Edit in Section 1.
2. In the left section fields you can change the invoice top address.
3. In the middle section you can change the remit address.
4. Leave the fields blank to use the address on the My Account page or change the required information.
5. To add a permanent comment to each invoice for the Program, such as your Terms & Conditions, place the text in the comment field (up to 1000 characters. This could be your payment terms or payment policy or temporary information about an upcoming holiday.
6. A note for an individual invoice created manually may be added to the invoice directly in the Notes area by pressing the pencil icon.
Upload Logo
7. Upload your logo to be produced to documents from the My Account page in jpg format.