Invoice Settings

The Invoice Settings page

The Invoice Settings page (/settings/invoice-settings) controls how invoices look, number themselves, and communicate with patients. It's organized into five tabs: General, Paid invoice email, Outstanding invoice email, Credit note email, and Write-off email.

What you'll learn

How to set invoice numbering, default terms, and footer text
Which fields you can show or hide on printed and emailed invoices
How to edit the paid, outstanding, credit note, and write-off email templates
How to use the placeholder-insert toolbar and the Generate with AI button in each email editor

The Invoice Settings page with the five tabs — General, Paid invoice email, Outstanding invoice email, Credit note email, Write-off email — across the top.

General tab

The General tab sets the numbering format for invoices, the default terms and footer text that appear on every invoice, and toggles controlling what's shown on printed and emailed invoices.

Setting	What it controls
Numbering format	How invoice numbers are generated and formatted.
Default terms	The default terms text applied to new invoices.
Footer text	The footer text printed or emailed on every invoice.
Show unit price ex-tax	Whether the printed/emailed invoice displays each line's unit price excluding tax.
Show patient date of birth	Whether the patient's date of birth appears on the invoice.
Show next appointment	Whether the patient's next appointment is shown on the invoice.
Show duration	Whether the duration of each billed service is shown on the invoice.

These four display toggles are simple on/off switches — none of them depend on or reveal other fields.

The General tab showing the numbering format field, default terms and footer text areas, and the four printed/emailed invoice display toggles.

Email templates: paid, outstanding, credit note, write-off

The remaining four tabs — Paid invoice email, Outstanding invoice email, Credit note email, and Write-off email — each configure the email your clinic sends for that situation. Every tab works the same way: a subject line, a body editor, and a toolbar for inserting placeholders such as patient name, invoice number, or amount due.

Open the relevant tab

Click the tab for the email you want to edit: Paid invoice email, Outstanding invoice email, Credit note email, or Write-off email.

Edit the subject and body

Update the subject line and body text in the editor.

Insert placeholders

Use the placeholder-insert toolbar to drop in dynamic values like patient name, invoice number, or balance due, rather than typing them manually.

Save

Click <strong>Save</strong> to apply the template. It's used automatically the next time that type of invoice email goes out.

The Outstanding invoice email tab showing the subject field, body editor, placeholder-insert toolbar, and Generate with AI button.

Generate with AI All four invoice notice email editors (paid, outstanding, credit note, write-off) include a Generate with AI button that drafts the email text for you. Review and edit the draft before saving — once AI-drafted text is inserted into the editor, it's indistinguishable from hand-typed text and will be sent as written.