Add invoice declaration

Declarations are used when creating an order, and can be written manually or created as a template created in organisation settings. Declaration templates use variables to automatically pull in relevant data when generating an order. For a deeper understanding of variables, please refer to the dedicated article.

In this article we will cover how to:

• add a declaration.

Only users with the correct permission can add declarations. If you think you should have permission to perform such an action please contact the organisation owner.

Add invoice declaration

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

• Click the Add declaration button.

Complete the form according to your declaration's requirements: 

• Name: Give your declaration a clear name.
• Type: Choose whether this declaration applies to Patient or Audiologist.
• Declaration: Enter the text of the declaration. (Variables can be added if desired, refer to the variables article for more information.) 

• Click Submit to save the declaration.

Your new declaration will now be ready to use when creating an order.