You may want to include specific contact information to the PDFs that you email to patients, or print out to give to them at the clinic—such as your phone number, ABN, bank deposit details, email address, and more. We'll show you how to do two things here:
Add business details to invoices and payments
Please note that only the PDFs will include this information. If you're viewing the web version of the invoice in Cliniko, you will not see the extra information you add.
Head to Settings, and then Documents & printing:
In Business details, you can add the details you wish to display on your invoices:
Here, you’ll be able to specify what you want to include on the PDF/printed versions of your invoices, payments, and account statements. These include:
Business name
Business address
Business contact information
Businesss registration number
Extra information
All but one ("Extra information") will be automatically pulled from your main business settings, so if you opt to include them on the printed versions of your invoices and payments, whatever you’ve set up in your business settings will show up on the PDFs. The content of the "Extra information" field will show up on all documents.
This is a global setting, so if you tick the box next to "Business registration number" (for example), it means that all of your PDF/printed documents will include the relevant business information number (if it's set up in the main business settings).
Save your changes! Now, your invoices, payment receipts, and account statements will include that information. Below is an example:
As noted above, you will only see the extra information the PDFs, not the "web version," as in the example below:
Don't worry, it's still there! It'll just be on the PDF, which is patient-facing! 😄
Add business details to location-specific invoices
If you have multiple locations that you work out of, you can add specific details the invoices and payments for those locations.
Head to Settings, and then Business information:
Select the business you want to add extra information to, and edit it. On the next page, scroll down to Additional invoice information and add your extra content to that field:
Anything you add here will be updated on the specific invoice or payment PDF that's related to this business. If you leave this field blank, your invoices and PDFs will include any info that's been added from the first step above (if you've added anything).
These contact details will also display on any account statements and payment receipts that you generate for your patients! 📄