Setting Default Invoice or Statement Templates by POS
4 min
an invoice and statements templates can be set as default for a pos (place of service) where there are multiple pos, a unique template can be allocated to each pos table of contents invoice and statement templates docid 2ozw qdmz039pkhwbmzyfcreate invoice or statement template docid 2ozw qdmz039pkhwbmzyfsetting up invoice and statement formats docid 2ozw qdmz039pkhwbmzyfcreating many templates with minor variations docid 2ozw qdmz039pkhwbmzyf invoice and statement templates invoice and statement templates can be created to support branding, increase user understanding, or to meet other unique requirements invoice and statement templates can be created, maintained, imported, and exported these templates can then be allocated to a specified payer, place of service or service provider creating invoice or statement template a purpose built built design tool is provided for creating invoice and statement templates for a comprehensive guide please review this article create invoice or statement template docid\ j63mzxnqboznne7hpvi5s note access to maintiain\templates\invoice and statement is required setting up invoice and statement formats now that the invoice templates have been created, the next step is to allocate each to the relevant pos follow this comprehensive guide to achieve this setting default invoice or statement templates by pos docid 2ozw qdmz039pkhwbmzyf creating many templates with minor variations if many templates are required, each of which only have a minor change, use the following steps to achieve this and maintain a high level of consistancy go to maintain/templates then either invoice or statement select the template to be modified click export save as a jfa to your computer's desktop edit the template and rename based of the target pos, payer, provider change the unique element ie bank account number, logo save import the jfa file from step 4 restart at step 1 for each unique template required now follow setting up the invoice and statement formats guide to assign these new templates