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Quick Reference Guide to Invoice Fields

Learn how to read Zanda invoices, including business info, client details, services, products, session packs, and custom text fields

Invoice Layout
  • A - Business Logo - upload it in Settings > Billing > Invoices
  • B - Business Name - This field can be found by going to Settings > Practice > Business Info.
  • C - Provided By - Appointment practitioner details, can be updated in Settings > Team > Practitioners > Practitioner profile
  • D - Practice Tax ID, set up in Settings > Practice > Business Info
  • E - Business Address and Contact Details: This field can be found by going to Settings > Practice > Locations. 
  • F - Invoice To: appointment Patient/Client Name and home address: Brought from their individual profile.
  • G - Provided To - appointment/invoice Patient/Client Insurance Details & Date of Birth: This is entered into the client profile. You can opt to turn this information off on Invoices by going to Settings  > Team > Practitioners > Select a specific Practitioner > Settings.
  • H - Appointment Date and Start Time - details of an appointment linked to this invoice.
  • I - Tax Invoice/Invoice - this invoice number, set automatically by the system in chronologic order. 
  • J - Invoice Date, the same as the date of the appointment linked to this invoice. 
  • K - Due Date - this invoice due date, this can be set in Settings > Billing > Invoices. 
  • L - Custom Text for Top of Invoices and Statements: This text field can be found by going to Settings > Billing > Invoices.
  • M - Extra Invoice Text: This text field can be found by going to Settings > Practice  > Locations and selecting a Location.
  • N  - Service/Product/Session Pack Name, Qty, Code, Description and Price: These fields can be found under Settings > Billing  > Services/Products/Session Packs and by clicking a specific item or creating a new one. 
  • O - DX - client diagnosis, these are managed in a client Profile > Records > Diagnosis.
  • P - Invoice Tax information. This is set up in Settings > Billing > Invoices. 
  • Q - Payments added to this invoice. 
  • R - Type of payment method used to collect this payment. 
  • S - Balance Owing - total account balance for this client, can be reviewed in this client profile > Billing > Invoices. 
  • T - Custom Text for Invoice Footer: This text field can be found by going to Settings > Billing > Invoices.

Note

  • Invoice number is set by the system in chronological order. You can reset the last invoice number to a larger number, in Settings > Billing  > Invoices. 
  • Invoice Date is the same as the appointment date and cannot be manually changed. Invoice becomes recognized as unpaid by the system immediately after the appointment time passes.
  • It is possible to set up a custom default invoice due date and a due date specific to a single invoice. Look here for more details.   
  •  If quantity (time) is required on an invoice for third parties, it is advised to add the duration of the service in the service name or description in Settings > Billing > Services.  (e.g., Initial Consultation - 60 Minutes)