When an invoice is added to a record for the first time

• The Provider and Notes fields on the invoice are automatically populated with the information set in the Header and Footer section of your settings.
• You can edit this information directly on the invoice if you want it to differ from the header and footer settings, which also apply to your progress notes.

For subsequent invoices in the same record

• New invoices will use the information from the last invoice added to that specific record, not the information from your header and footer settings.
• If you update your header and footer settings after creating invoices, these changes will not automatically apply to new invoices added to existing records.
• To ensure your invoices reflect the updated information, you will need to manually update them in each relevant record.

Why does it work this way?

1. It allows invoices to include information specific to each record, different from the header and footer used in progress notes.
2. Since it is currently not possible to set up multiple headers and footers on the platform, this system enables customization of invoices based on the needs of different records.