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Editing Claim Settings
Editing Claim Settings

Claim Settings, Insurance Claim

Jim Aminloo avatar
Written by Jim Aminloo
Updated over 5 months ago

Do you have a certain layout for the title of your Invoices that you want to carry over? We can do that! โœ๐Ÿผ

To get started, head over to the Settings page, and click on Claim Options, found right underneath the Insurance Settings.

Once here, you'll notice a few different options you can customize just to your liking. The first option is being able to set the Next Invoice Number. This is helpful if you want to pick up on the number you left off! For example, this would be your 14th Invoice:

Next up, you can set what shows at the beginning of the claim, also known as the Prepend Modifier.

We also have an option to add the date to the title, simply click the toggle button next to Prepend Date:

The bottom field is the Terms field. Here is where you can enter any and all terms and conditions that will show when you generate a claim. Once you have all of these fields configured to your liking, just click Update Options and you are good to go!

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