Invoice template best practices

Create professional invoices that patients trust and can pay easily.

Table of Contents

Use a medium-sized logo at the top left or centre.
Let your address and company number fill in from your settings, rather than typing them.
Show the tax clearly, and your VAT number if you have one.
Add bank details for patients who pay by transfer.
Include your payment terms in one short line.
Preview a real invoice before you make it the default.

Up next