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.