Occasionally for various reasons, you may want to hide prices on invoices or take home paperwork. This will require a new template.
In HQ Resources folder, you can download a template without prices, then upload this to your templates folder. You can use this template when you’d like to hide prices from a client.
To do this:
- Go to HQ University and download the “Hide Prices Template”
- In HQ, go to Settings > Templates and click +New Template.
- In the Template Name field on the left, type in a client facing name such as “Volume Client Receipt” since when it’s emailed the name is client facing.
- Click Select Your Template File button and upload the Hide Prices template and click Save Template button.
This template is now available for use. Note: You can also edit this template in Word to add your clinic’s logo and other information you might like. Click here to learn how to edit templates, click here.