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

Customizing my Invoice

Updated over 2 weeks 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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