How to update my invoice header

This videos shows you how to populate the practice information for the invoice header.

By following a few simple steps, you will be able to easily update and save the practice information in the invoice header, which is then applied to all invoices going forward.

Feel free to use the boxes in the header to contain any information relevant to your service, it does not have to follow the format of the labels on the boxes.

Remember: If you exit an invoice without saving it, it is not saved as an invoice. You can see which invoices have been saved in the 'Invoice' tab within the client profile.