Learn how to read Zanda invoices, including business info, client details, services, products, session packs, and custom text fields
A - Business Name: This field can be found by going to Settings → Practice → Business Info.
B - Business Address: This field can be found by going to Settings → Practice → Locations.
C - Patient/Client Name: Brought from their individual profile.
D - Custom Invoice Text: This text field can be found by going to Settings →Team → Practitioners, then chose a specific Practitioner.
E- Patient/Client 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.
F - Service Name & Description: These fields can be found under Settings → Billing → Services and by clicking a specific Service or creating a new one.
G - Product Name & Description: These fields can be found under Settings → Billing → Products and by clicking a specific Product or creating a new one.
H - Session Pack Name & Description: These fields can be found under Settings → Billing → Session Packs and by clicking a specific Session Pack or creating a new one.
I - Custom Text for Invoice Footer: This text field can be found by going to Settings → Billing → Invoices.
J - Custom Text for Top of Invoices and Statements: This text field can be found by going to Settings → Billing → Invoices.
K - Extra Invoice Text: This text field can be found by going to Settings → Practice → Locations and selecting a Location.
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.
