How do I create separate invoice templates for different locations?

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Customising location-specific invoice templates

For each practice location, you can add a location-specific invoice template that will be used only for invoices from that location. This is useful if you want to use a different logo or message for different practices, or if you want your invoice template to differ from the template you use for clinical notes.

Location-specific invoice templates will override your default invoice header and footer template.

To customise an invoice template for a specific location:

  1. Click Personal > Locations.

  2. In the "Invoice Template" section, click Add template.

    Locations_invoice_template.png
  3. In the Template Name field, enter a name for the template (e.g., "Brunswick Practice Invoice Template").

  4. Under "Apply For", select whether you want the new template to apply to all invoices from that location or to future invoices only.

    invoice_template.png
  5. Use the editor to customise the header, footer and notes section (Notes will appear at the bottom of the invoice but above the footer).

    mceclip2.png

    You can add Dynamic Terms by clicking Dynamic Terms. Use the Image button to add logos or image signatures.

    Invoice_default_header_and_footer_dynamic_terms.png
  6. (Optional) To preview your template, click Preview at the bottom of the page.

  7. Click Save to save your template.

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