Click your user name on the top menu bar 

Click "**invoice_v2**" (or the appropriate form that you use)

Using the side slider, scroll down to end of the invoice.

INVOICE

[branch.associate_name]
[branch.address1] [branch.address2] [branch.address3]
[branch.suburb] [branch.city] [branch.state] [branch.postcode]
Tel: [branch.telephone1]
Email: [branch.email]

	




Client:
[title] [first_name] [last_name]
[address1] [address2] [address3]
[suburb] [city] [state] [postcode]

	

Patient ID: [patient_id]
Invoice Date: [invoice_date]
Invoice Number: [invoice_no]
Patient: [patient_name] [last_name]

Product / Service	Quantity	Price (Exc)	Tax	Amount
[product_service]	[quantity]	[line_total_exc]	[line_tax_percentage]	[line_total_inc]

	Subtotal	[amount_exc]

	[discount_label] Discount	-[amount_discount]

	Total [tax_label]	[amount_tax]

	TOTAL	[amount_inc]

[payment_info_list]


	AMOUNT DUE	[amount_outstanding]

[patient_reminder_list]







Click below the "[patient_reminder_list]" text to position typing and 

Type:  "Please answer one question at [www.ReviewYourNameHere.com](http://www.ReviewYourNameHere.com)" (replace with your URL created by us) 

Click "Save Form" button at the very bottom.

Click "HOME". Verify by prining a trial invoice and testing the  URL

This guide provides step-by-step instructions on how to modify an invoice. By following these steps, users will be able to add a custom message and a URL to their invoices. This can be helpful for businesses or individuals who want to include additional information or direct customers to a specific website.

PDFs of these instruction have been emailed to you. (or click the above "Maximize" button and then right-mouse-click to get the print option box)

2 Modify Invoice by Ed 630-452-6938