Add a billing message to a statement, invoice, or estimate

You can easily add a custom message to the bottom of estimates, invoices, and statements.

Note: If you make changes to these forms, we recommend that you print an example to ensure all form elements, such as form variables, formatting, layout, and so on, display as expected. For example, if you edit the invoice form, print an existing consultation to review your changes.

See FAQs: Forms and certificates for answers to common questions.

Add a billing message to a statement:

  1. Click your name in the menu bar. Then click Administration.
  2. Under Document Management, click Forms & Certificates.
  3. Under Other, click __statement__.
  4. Add the message to the bottom. (Example: There is a 1.5% finance charge applied to all balances over 30 days. Please remit full balance. If payment has already been sent, please disregard this notice.)
  5. Click Save Form

Add a billing message to an invoice:

  1. Click your name in the menu bar. Then click Administration.
  2. Under Document Management, click Forms & Certificates.
  3. Under Invoices, click the invoice you want to add the message to. Note: Choose the invoice you have selected as your default invoice in Company Settings.
  4. Add the message to the bottom. (Example: Our doctors and staff would like to thank you for choosing our hospital. We appreciate your business and enjoy providing care for your pets. Thank You.)
  5. Click Save Form.
  6. Repeat the steps for your no prices invoice. Note: Choose the invoice you have selected as your default no prices invoice in Company Settings.

Add a billing message to an estimate:

  1. Click your name in the menu bar. Then click Administration.
  2. Under Document Management, click Forms & Certificates.
  3. Under Other, click __quote__.
  4. Add the message to the bottom. (Example: This estimate is good for 30 days and includes only those items listed. Payment will be required when your pet is released from the hospital.)
    Tip: You can add the signature form variable to the bottom of the estimate, if you want to electronically capture your clients’ signatures. See Using form variables for more information.
  5. Click Save Form.