One place for every printed document

Go to Documents & printing to control how everything your clinic prints or exports as a PDF actually looks — statements, invoices, letters, patient forms, and treatment notes, each with their own layout options alongside shared general and business settings.

Upload your clinic's logo and set its display height once, in General. From there, it's available to every document type without uploading it again for each one.

The general printing settings with a logo upload and height field.
Uploading a logo and setting its height.

Customise each document type

Move through Business, Statements, Invoices, Letters, Patient Forms, and Treatment Notes to adjust what appears on each. This is where you'll find the same kind of detail controls covered for treatment note templates, applied at the document level.

One of the document type settings sections with its own layout options.
Adjusting layout settings for a specific document type.

Checking your changes

Use the available preview before relying on a layout change — small differences in logo size or included details are much easier to catch on a preview than after printing a stack of documents.

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