You can add additional details to the final copy of an invoice, such as a client's NDIS number, insurance claim number, Medicare referrer details and more.

First, you must go to Settings, then Invoices and select Show extra client invoice details.

Next, go to a client details page, and scroll to Extra client invoice details. Any information you add here will be displayed on the final copy of the invoice.

This field will show up on the invoice so that you can see what will be displayed on the final copy. You can edit the details here or leave them.

Did this answer your question?