Customising Your Invoices/Receipts

You can customise the invoices and payment receipts you send clients with your clinic’s logo – or any other branding image of your choice. You can also edit the information about your health clinic displayed in your invoices. Last but not least, you can add custom messages and additional information to your invoices as well. 

In this article:

Adding a Logo/Letterhead to Your Invoice 

Here’s how you can add your logo/letterhead to your invoice: 

1
On the left-hand menu of your Power Diary dashboard, navigate to Setup → Configuration → Invoices
2
On the Invoice and Statement Layout page, click on the Upload/Update Image button. 

3
Your computer’s file explorer will open up. Browse and double-click on the logo/letterhead image that you want to upload. Once done, your new logo/letterhead will be displayed on top of your invoices.  

Pro-tip 💡

1. If you want, you can always change/remove your logo/letterhead from the invoice as well. Just go to  Setup → Configuration → Invoices. Click on the Update button to choose a new image. Click on the Remove button to completely remove the image.

2. You may need to resize your Logo image for the best fit. There are some free online tools that you can use, for example, here. At the Resize step in the Resize For field, please select Custom from the dropdown, and then type the desired Width dimensions. The Height will update automatically. 

Editing Your Invoice Layout

Your invoice displays various important information, such as your logo, business address, application of tax, invoice number and more. You can choose how this information is displayed. 

Here’s how: 

1
On the left-hand menu of your Power Diary dashboard, navigate to Setup → Configuration → Invoices.
2
On the right side of the Invoice and Statement Layout page, you will find the settings to add/remove information from your invoices. 

3
Edit the settings and click Save on the bottom-right corner of your screen. 

What Each Field Means

  1. Invoice Title: Start by choosing the invoice title.  
  2. Tax Including: If you’ll be charging additional tax to your clients, choose Including or Excluding. If you won’t be charging tax, choose No Tax. 
  3. Custom Text For Top Of Invoices And Statements: Add in the text you want to display in your invoice header. You can also leave it blank.  
  4. Custom Text For Invoice Footer: Add in the text you want to display at the bottom of your invoice for Business Name Position 
  5. Business Name Position: If you don’t have a logo, or if your logo doesn’t have your business name, you can use this setting to add your business name to your invoice. 
  6. Your Logo Position: With this setting, you can choose the position of your logo on your invoice, or you can choose not to display it at all. 
  7. Your Business Contact Details: If your business contact details or tax idea is already in your logo or pre-printed on your papers, set it to Don’t Show.  
  8. Invoice Paper Size: Select your invoice paper size on which you’ll be printing out your invoices. 
  9. Last Invoice Number: Type in the number after which you want your next invoice to start. 
  10. Invoice Email Template: Choose an email template. Your invoices will be attached to this email template and will be sent according to the settings made in this template.
  11. Display Power Diary Footer: Choose whether you want to display Power Diary below your invoice or not.

Editing Business Information in Your Invoice

Power Diary automatically adds your business details to every invoice you print. This includes critical information such as your business name, country and location. Here’s how you can change your business details in your invoices:

1
On the left-hand menu of your Power Diary dashboard, navigate to Setup → Configuration →  Business Information.
2
Here you can make changes to your clinic name, ABN, country, timezone and locale.

3
Similarly, go to Setup → Configuration → Locations.
4
Click on your location from the list. This will bring up a form using which you can edit your location info. This includes business name, physical address, postcode, contact information and colour (displayed on the calendar). Also, you can set the location as default, or deactivate it completely. 

Any changes made will instantly be reflected in the new invoices you create for your clients.

Adding Custom Text to Your Invoices

You can add custom information to your invoices, and choose whether the information appears on invoices of specific clients, locations, calendars, or to all invoices. For more on custom invoice text fields Click here!

Adding Information that Appears on All Invoices

Here’s how you can add additional information that appears on all your invoices:

1
Using the left-hand menu of your Power Diary dashboard, navigate to Setup → Configuration → Invoices.
2
In the Invoice and Statement Layout page, you’ll see two fields called Custom Text For Top Of Invoices And Statements and Custom Text For Invoice Footer.
3
Here, you can add extra information to the top and bottom of your invoice. The header text will appear on the top and the footer text will appear on the bottom of the invoices.

Hint 💡

The bottom of the invoice/receipt is a good place to add your payment terms and direct deposit banking information.

Adding Information that Appears for a Particular Calendar

1
Using the left-hand menu of your Power Diary dashboard, navigate to Setup → Calendar.
2
Select your calendar.

3
Add your desired text to the Custom Invoice Text field.  

Once done, click Save on the bottom-right corner of your screen.

Adding Information that Appears for a Location

1
Go to Setup → Configuration → Locations.
2
Click on the location to whose invoices you want to add custom text.

3
Enter the desired text under Extra Invoice Text.

Once done, click Save on the bottom-right corner of your screen.

Adding Information that Appears for a Particular Client

Go to the client's profile whose invoice you want to add additional information. From there, follow these steps:

1
Go to Billing → Billing Setup.

2
Enter the desired text under Extra Invoice Info.

Once done, click Save on the bottom-right corner of your screen.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us