Sign in

How to customise invoices

In Bookem, you have the option to 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

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

Secondly, get your Line Items set up

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:

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

Learn more