The rich text editor can be used in progress notes, forms, letters, email modals (such as sending an invoice) and all templates.
How-to
Use the Text editor functionality
Tables
Select the table icon and select the number of rows and columns.
Click on a cell to display other table features such as adding a header, footer, cell background and more.
You can add a table header and highlight the header and change the colour.
Add a row/column by clicking the cell and clicking Insert row above/below or Insert column before/after.
You can undo/redo with the undo or redo options, or use command/control + Z.
Paragraph
The paragraph functionality gives great customisation, including alignment and lists.
You can create ordered or unordered lists.
Emailing
When emailing, you can also use the rich text editor - the format you create will be retained when sending the invoice.
The client communications page will also display the format of the email sent.
