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Customizing or Removing the Footer on Financial Documents

While we think footers are a great way to keep your patients in the loop, sometimes you want a cleaner look! This guide walks through how you can remove certain parts, like your billing address, from the footer on an invoice and where Jane pulls this information from.

Note📝: The footer is different from the fine print on invoices. If you’d like to update this language, a Full Access user can head over to the Settings tab, and click on Billing Settings within the left sidebar menu. Check out our guide on Setting up Billing Settings for more detailed information.

Here’s what an invoice looks like with the footer information included:

An image of a receipt with the footer information included

Here’s what an invoice looks like when the footer information is removed:

An image  of what the footer information looks like with the information removed

The language in the footer of financial documents comes from a couple of different areas. If you’re looking to remove the phone number and email address from the footer of an invoice, statement or receipt, you’ll want to start by heading over to the Settings tab and clicking on Online Booking in the left sidebar menu.

Next, toggle off Display Phone Number and Display Email Address.

An image of where to view and disable both options for the phone number and email address

Note📝: Turning off Display Phone Number and Display Email Address will also remove the contact information on your online booking site when shifts or treatment types are set to Contact to Book. Additionally, all financial and printed documents will have this information removed.

Make sure to hit the blue Save button at the bottom of the section to confirm those changes.

To remove the clinic’s legal name from the footer, click on Locations within the Settings tab and then Edit to the right of the location.

an image of the navigational steps

In the Legal Name field, you can enter a dash (-) if you would prefer no language here and hit Update since this is a required field.

An image of where to view and update the billing information for the location settings

Currently, the only way to remove the Book your next appointment text is to disable online booking overall. If your clinic is on the Balance Plan, no need to worry about this language!

For clinics on the Practice, Thrive or Legacy subscription plans, a Full Access user can head over to the Settings tab, and click on Online Booking within the left sidebar menu. From there, you can select Online Booking Disabled.

An image of the navigational steps

Make sure to hit the blue Save button to confirm those changes.

As always, if you have any additional questions or concerns, you can contact our support team  and we’ll be happy to help 💙

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