Practitioner Placeholders in Invoices

PracticeQ invoices contain pre-set information, such as your business name and logo. You may also pull practitioner information on invoices using placeholders tied to practitioner account profiles.

Add Practitioner Placeholders

1. Click Lists → Invoices.
2. Click Invoice Settings in the top right corner.
3. You will land in the Template tab by default; scroll down to the Customization section.
4. You may add text to your print and online versions of your invoices. Place your cursor where you want the information to be. 
5. Click the person icon to Add Fields.
6. Click each placeholder you wish to add.
7. As you add placeholders, they will appear in brackets.
   

Available Invoice Placeholders

The following are the placeholders available that you can use:

• [PractitionerFirstName]
• [PractitionerLastName]
• [PractitionerName]
• [PractitionerNPI]
• [PractitionerTaxId]
• [PractitionerAddress]
• [PractitionerStreetAddress]
• [PractitionerCity]
• [PractitionerState]
• [PractitionerPostalCode]
• [PractitionerLicenses]
• [PractitionerTaxonomy]
• [PractitionerEmail]
• [PractitionerPhone]

Practitioner Information

• The information tied to these placeholders must be entered in each practitioner account added to your team. 
• Each practitioner can click More → Account to set up this information.