Invoice Setup

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To update the branch records invoice fields please observe as following; an example of an invoice is provided so that you can navigate where on the invoice these elements are located.

• Within the Invoice Footer Left field input your organisations terms and payment instructions, these may be generic or particular with the branch. When inputting this information be mindful of space restrictions on the invoice.

• Within the Invoice Footer Right input the bank account details of where the invoice payment will be remitted to.

• Within the Invoice Include Employee Names, the field value is by default set to No, to concatenate the client name to the end of the service line set the field value to Yes.

• Within the Invoice Show Times, the field value is by default set to No, to assigned the scheduled shift start and end times as columns within the invoice set the field value to Yes.

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