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Adding Information to Billing Documents

You can add additional information to billing documents in the form of rich textText that contains formatting, hyperlinks and URLs to images.. You can add this information to billing documents manually, or you can specify default information to be included on new billing documents.

To include default header and footer information on new billing documents:

1. Click the Default Document Text tab.
2. If you want default text to appear on billing documents of type Invoice, enter the text you want in the Header and Footer fields of the Invoices section.
3. If you want default text to appear on billing documents of type Credit Note, enter the text you want in the Header and Footer fields of the Credit Note section.
4. Click Save.

To edit header and footer information for an existing billing document:

1. Click Edit on the billing document for which you want to change the header or footer.
2. In the Summary section of the Document Details panel, click Document Text to open a popup window.
3. Enter the information you want in the Header Text and Footer Text fields.
4. Click Save.

Notes:

Notes

When you edit the Header and Footer Text fields on a billing document, the text in the Default Document Text tab is overridden.

If a header or footer field on a billing document does not contain a value and the Default Document Text tab does not contain a value for that field, that field is excluded from the printed billing document.

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