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Practice Management: Add payment details to invoices

How to save the payment details, bank details so that they appear on all invoices in Practice Management.

Follow the below if using Practice Managements built in invoicing;

  1. Open the invoice.

  2. Once the Invoice dialog is displayed, select the ... button in the Print Invoice section.

  3. From the Select Document dialog, select your preferred document template you wish to edit.

  4. Click on the Edit Document button.

  5. Add payment method, bank details to the template and click Save.

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