Custom Invoice Text and Insurance IDs Now Shown on Statements (7th Dec 2016)

Each client has a field for Custom Invoice Text which previously was shown on the clients invoice and on the statement billed to that client. This custom text however wasn't shown on the statements that were billed to a third party.

You can also record a clients ID for an insurer. Previously this was shown on the clients invoice however was not shown on any statements.

We have made an update so that now both of these fields of information are shown on the clients invoices as well as statements that are either billed to the clients directly, or billed to a third party.

This provides more flexibility with being able to record custom information for a particular client on statements.

We hope you enjoy this update. Let us know if you have any questions.

~ Claire