Custom fields added to a client’s profile can be displayed on invoices when the Show on Invoice option is selected.
Where fields appear
Fields will display under the client’s name and date of birth on the invoice
This is the standard placement for additional client information
Important
The field must have Show on Invoice enabled to appear
Placement may vary slightly depending on the invoice template
Example
Tip
Use invoice fields for important details such as authorization codes or reference numbers that need to be visible to clients or third parties.
If you need help managing your billing settings, please contact our support team at support@trova.health.
