Patty Beach (Customer) asked a question.
I see the latest Leap update offers adding trust statement fields to invoices. How is this done?
- David Morgan (LEAP)
Hi Patty - the steps to edit your Invoice template are available in our community guide here - https://community.leap.us/s/article/Modifying-the-Invoice-Template-US
In particular, you would want to pay attention to the section beginning 'If you want to insert fields into a table'. You would want to create a table with 2 rows and as many columns as you wish to display. Use the first row to enter in your column headings and the 2nd row to enter in the Trust fields using the guidance in the article.
If you find that you are having difficulty editing this template, if you contact your Practice Management Advisor, they will be able to provide advice and assistance.
Expand Post
Hi Patty - the steps to edit your Invoice template are available in our community guide here - https://community.leap.us/s/article/Modifying-the-Invoice-Template-US
In particular, you would want to pay attention to the section beginning 'If you want to insert fields into a table'. You would want to create a table with 2 rows and as many columns as you wish to display. Use the first row to enter in your column headings and the 2nd row to enter in the Trust fields using the guidance in the article.
If you find that you are having difficulty editing this template, if you contact your Practice Management Advisor, they will be able to provide advice and assistance.