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Adding a footer to billing documents

Adding a footer to billing documents

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

To add a footer: 

  • Go to Settings > Documents 
  • Enter the information you want to include in the Footer Information field next to the billing document type (Statements, Superbills, or Invoices)
  • Click the Save button for each billing document type that you update

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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