Add extra client details on an invoice

Add NDIS number, referrer details, and insurance claim number to invoices.

Updated over a week ago

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, Invoices, and Invoice templates and click edit.

Under PDF display settings, select Show extra client invoice details.

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.

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