Quick Reference Guide to Invoice Fields

• A & B - Business Name & Address: These fields can be found by going to Setup → Configuration → Business Info.
• C - Patient/Client Name: Brought from their individual profile.
• D - Custom Invoice Text: This text field can be found by going to Setup → Calendars, then chose a specific Calendar.
• E- Patient/Client Date of Birth: This is entered into the client profile. You can opt to turn this information off on Invoices by going to Setup → Calendars → Select a specific Calendar → Settings.
• F - Service Name & Description: These fields can be found under Setup → Services and by clicking a specific Service or creating a new one.
• G - Product Name & Description: These fields can be found under Setup → Products and by clicking a specific Product or creating a new one.
• H - Session Pack Name & Description: These fields can be found under Setup → Session Packs and by clicking a specific Session Pack or creating a new one.
• I - Custom Text for Invoice Footer: This text field can be found by going to Setup → Configuration → Invoices.
• J - Custom Text for Top of Invoices and Statements: This text field can be found by going to Setup → Configuration → Invoices.
• K - Extra Invoice Text: This text field can be found by going to Setup → Configuration → Locations and selecting a Location.