How to customise invoices

In Bookem, you can customise your invoices to match your business style and preferences.

To customise your invoices, follow these steps

First, set up your business settings for invoicing

1. Add your business details in Settings > Payments & Invoicing

NB - INVOICE FOOTERS: Do not add banking your details here. This is the place to add a special message to clients, if needed.

2. Banking details and other payment methods can be added in Settings > Payments & Invoicing > Payment Methods

3. Now, you can add your logo in Settings > Business profile

Let's get your Line Items set up

1. Go to Settings > Payments & Invoicing > Line items

If you would like to change, add, delete or check any of your line items, please refer to the following articles:

• How to set up and show pricing online in Bookem

• How do I add new products, services and/or codes to my price list?

• Exporting and importing (bulk updating) line items, descriptions and codes

• Line item groups: grouping invoice line items for faster invoicing

2. You can also choose to hide/unhide columns on your invoice.

Bookem comes with the following pre-set line-item columns: Date, ICD-10, Treatment code, Discount, and Tax. You can decide which ones to toggle on and off to show or hide on your invoice.

Other customisable settings around invoices

• To edit automated messages for invoices, check out this article: Editing default messages for invoices

• To change the address on your invoice, check out this article: Changing your address on invoices

• If you wish to change the VAT (Value Added Tax) on the invoice, you can find more information in this article: Setting your business up if it's VAT registered

Learn more

• Generating an invoice in Bookem

• Adding a team member column to invoice line items

• Setting up client fields in invoices

• How do I show the correct practice number on my invoice?