Alternative Billing Name on Invoices

At times, you may want to display an alternative service name that differs from the original service name on your invoice. For example, you may have the service displayed as Acupuncture on the appointment and invoice, but it needs to be changed to Physiotherapy for billing purposes.

Update the Service Name on Your Invoice

Follow these steps to set an alternate billing name for a service:

1. Log in as the Admin.
2. Click on the Gear icon in the top right header.
3. Select Base Setup.
4. Scroll to the Service section.
5. Click on the Three dots of the Service Name that you'd like to update.
6. Add the Alternate Billing Name.
7. Click Save.

By updating the alternate billing name, your invoices will reflect the desired service name for billing purposes, ensuring clarity and accuracy for your records.