Invoice settings

You can customise your organisation's invoice settings to align with your invoicing and regional requirements. This ensures invoices are tailored to your clinics.

In this article we will cover how to:

• customise invoice numbering.
• add default notes and footers to invoices.
• add different defaults for separate clinics.
• clear the clinic the override.

Only users with the correct permissions can edit the invoice settings. If you think you should have permission to perform such an action please contact the organisation owner.

Configure the invoice settings

• Navigate to Organisation settings. 
• Locate and click the Finance section of the settings. 
• Click the Edit iconnext to Invoice settings.

• Configure the default settings according to your organisation's requirements. 
• Click Submit to save your changes. 

Change the defaults for different clinics

If an organisation has multiple clinics, you can set configure unique invoice numbers, notes and footers for each clinic. 

Example: Windsbury Hearing operates multiple clinics. For the Nottingham clinic, they use invoice prefix will be NTM and include clinic specific payment instruction in the note and footer. 

When creating an invoice, HearLink will automatically apply the settings that match the selected clinic.

Clear clinic override

If an organisation no longer wants separate invoice, note or footer settings at a clinic, they can clear the override and reset to default.

• Navigate to the desired clinic.
• Click the Clear clinic override button.

• The invoice settings will be set to default.

Understanding the settings

Oder prefix and digits 

Customise how invoice numbers appear:

• Order prefix: A text prefix for invoice numbers (e.g. WH).
• Number of digits: How many digits should follow the prefix (e.g. 5).
• Next invoice number: The next number in the sequence.

Example: If your prefix is WH, digits = 5, and next number = 35, the next invoice will display as WH00035.

Default invoice note & footer

Add any standard messaging you'd like included on all invoices.

• Invoice note: Appears in the body of the invoice, you can choose to overwrite this default when creating an invoice.
• Footer: Appears at the bottom of the invoice, you can choose to overwrite this default when creating an invoice.

These can be used for payment instruction, terms, or disclaimers.