You can choose to display a custom field on a client’s invoice when creating or editing that field.
To include a field on an invoice:
Go to the Client Profile
Add or edit a custom field
Click Show on Invoice
Click the green checkmark to confirm
How it works
When Show on Invoice is selected, the field will appear on the client’s invoices and receipts
If not selected, the field will remain for internal use only
Watch a video walkthrough
Watch the video below for a step-by-step guide:
Tip
Use this feature for details like authorization codes or reference numbers that need to appear on invoices.
If you need help managing your clients, please contact our support team at support@trova.health.