How can I add a provider number to my invoices?

How can I add a provider number to my invoices?

Here are two simple ways to add a provider number to your invoices in Psylio:
You can enter your provider number in the Header and footer section of your invoice settings. Add the number to either the Provider field or the Additional information field. It will then appear automatically on your invoices and progress notes.



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Need help configuring your header and footer? See this article: How do I set up the header and footer for my notes?

2. In a specific record

If you only want the provider number to appear on invoices for a specific record, you can enter it manually in the Provider or Notes field when creating the next invoice in that record. The number will then be saved and automatically included on future invoices for the same record.

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For more details on how invoice headers and footers work, check out: How do the header and footer work on my client invoices?


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