Navigation: Practice Management > Settings > Invoice Templates
Help/Guide
This guide with the step-by-step process on setting up/configuring Invoice Templates from within Practice Management. Head to the Invoice Templates section using the navigation above.
Once here, there are two Invoice options;
1. Templates (Doc) - here you can upload your own invoice templates, however, you will need to use Capium tags provided in the attachment in this article in order for the system to pick up various information such as Client Name, Invoice Amount etc
2. Templates (PDF) - here you can pick from the 5 Invoice templates provided and completely customise them based on your preference.