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What should I know about filling in the blue text boxes on a template?

Customizing my Invoice

Updated over 10 months ago

The blue text boxes can be filled in with relevant information or left blank. If left blank, these fields will not display on the final template.
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Some blue boxes include suggested content (e.g., provider license type or treating practice number): These suggestions are optional and will only appear on the template if you input data into the fields.
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Please see an example below of one of our invoices.

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