In the Billing Information tab, select how you would like billing information represented on client invoices.
Mark the Lead In Text checkbox to add the text "For professional service rendered as follows" at the bottom of the header. In this section, mark checkboxes for the information you want included in the header. This data is drawn from corresponding fields on the Clients setup screen. In this section, mark checkboxes for client information you want to add to the header. Note: If you’re running Practice CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network. You can change the default placement and sizing later on the designer screen. By default, the logo will be added to the left of the firm information in the header and resized to fit a default size determined by the application. If you want to add your firm’s logo to the invoice, mark the Logo checkbox, navigate to the logo graphic file, and click Open. This data is drawn from corresponding fields for the home office on the Office setup screen. In this section, mark checkboxes for firm information you want to add to the header. Mark the checkbox next to each item that should appear in the invoice header, and clear the checkbox next to each item that should be omitted. The information you select in this tab prints only at the top of the first page. On the Heading Information tab, select information to print in the header of the invoice. This description can be up to 30 characters and should distinguish the new invoice format from other invoice formats. On this tab, enter a description to identify the custom invoice format in the field provided. If you want your format changes to appear in an invoice that you have already composed, you will need to edit and re-save the invoice before printing. Note: Changes that you make to your custom invoice formats will not affect invoices that you have previously composed and saved.