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
- Click Lists → Invoices.
- Click Invoice Settings in the top right corner.
- You will land in the Template tab by default; scroll down to the Customization section.
- You may add text to your print and online versions of your invoices. Place your cursor where you want the information to be.
- Click the person icon to Add Fields.
- Click each placeholder you wish to add.
- 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.