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Adding a footer to billing documents

Adding a footer to billing documents

If you have additional information you'd like to include on your billing documents, you can add a footer for statements, superbills, and invoices. 

Note: If you’d like to include Supervisor credentials as a footer on billing documents, see: Adding Supervisor information to billing documents and notes.

To add a footer: 

  • Navigate to Settings > Documents 
  • Under each type of billing document, add Footer Information in the designated textbox


  • Click Save Documents

Note: There’s a 120 character limit for Footer Information.

The footer will appear at the bottom of your billing document: 


Note: A footer that you save for any billing document type will be included in all of those billing documents moving forward, for every client. This is a practice-wide setting.   

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