In Bookem, you have the option to customise your invoices to match your business style and preferences.
To customise your invoices, follow these steps
Add your business details in Settings > Payments & Invoicing
A note on footers: this is the place to add a special message to clients, if needed. Banking details can be added in Settings > Payments & Invoicing > Payment Methods
Add your payment methods in Settings > Payments & Invoicing > Payment methods
Add your logo in Settings > Business profile
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 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
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.
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