Adding Header and Footer Information to Billing Documents

You can add additional information to billing documents in the form of rich text. You can add this information to billing documents manually, or you can specify default information to be included on new billing documents.

To set up default header and footer information for new billing documents:

  1. Click the Billing Central Task Launcher tab then click Default Document Text.
  2. To set up 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. To set up 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 on an existing billing document:

  • Click Edit on the billing document, then edit the header and footer text in the Document Text section of the page and save your changes.

If a billing document has no header or footer information, and there is no default document header or footer information, that header or footer field is excluded from the printed billing document.