Can I create custom invoices for my facilities?

Yes! You can create invoice templates specific to your facility. You can also create a custom template for your staffing agency.

1. Click Admin > Setup > Invoice Setup.

2. Click New.


3. Enter a name for this template.

4. Any boxes you check will impact not only the look of the invoice, but also the data included on the invoice. 

5. Assign this template to a facility.

6. Click Entries > Facilities

7. If assigning the template to a specific Facility, filter for that Facility.

8. Click Invoice Setup.


9. Click the Invoice Setup drop down menu, and select the template.

10. Click Save.

Feedback and Knowledge Base