---
title: Invoice Type Configuration
description: Learn how to create and manage invoice type configurations in Billing AR, including header setup, payment methods, late fees, email recipients, and invoice preview.
---

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May 18, 2026

# Invoice Type Configuration

## Create and manage invoice templates for different departments, services, and customer billing needs.

Invoice Type Configuration lets you create custom invoice templates.

You can set up different invoice types for different departments or services.

Each invoice type controls how the invoice looks and what information customers see.

### **Navigation**

Go to: **Billing AR module \> Data Management \> Invoice Type Configuration**

Permissions Required

You need:

- **Add** access to create a new invoice type
- **Edit** access to update an existing invoice type

If you do not have the correct access, contact your user role administrator.

### **Step 1: Start a New Configuration**

When you open Invoice Type Configuration, you will see a list of active templates.

To create a new one, click **Add Configuration**.

Complete these fields:

| Field | Description |
| --- | --- |
| Invoice Type Name | Enter a clear name your team will recognize. |
| Description | Add a short internal note. This appears in the template list only. It does not show on the invoice. |
| Requires Role-Based Masking | Controls surface level masking of customer information. See the separate Invoice Masking guide for more details. |

### **Step 2: Configure the Header**

The header section controls what appears at the top of the invoice.

You can add your organization logo and contact information here.

#### **Organization Logo**

You can upload your logo in either of these ways:

- Drag and drop the image into the upload area
- Click **Browse File** and choose the image from your computer

After uploading the logo, choose its position:

- Left
- Center
- Right

This helps match your organization branding.

#### **Contact Information Block**

These fields are optional:

- Organization Name
- Address
- Phone Number
- Email

After entering the contact details, choose where they will appear:

| Position Option | Where It Appears |
| --- | --- |
| Below Logo | Directly under the logo in the header area |
| Left | Left side of the header |
| Right | Right side of the header |
| Footer | Bottom of the invoice |
| Do Not Display | Contact information will not appear |

You can change this later by editing the configuration.

### **Step 3: Add Content Blocks and Footer**

#### **Invoice Messaging Notice**

This section is under **Content Blocks Position**.

You can enter a custom message for customers here.

This is optional.

Use this area for:

- Payment instructions
- Policy reminders
- Other invoice specific notes

#### **Footer Configuration**

You can also add optional text to the invoice footer.

Use this area for any information you want to appear at the bottom of every invoice of this type.

### **Step 4: Configure Payment Methods**

Select the payment methods your organization accepts for this invoice type.

These options will appear on the invoice so customers know how they can pay.

Available payment methods:

- ACH online payment
- Credit Card
- Debit Card
- Cash
- Check

#### **Billing Portal Configuration**

If your organization uses a billing portal, you can display the portal link on the invoice.

- Set **Display Billing Portal Link** to **Yes** to show the portal link
- The system also shows **Display Online Payment Code on Invoice**
- This setting defaults to **Yes**

When enabled, the invoice shows:

- A four digit payment code
- The invoice number
- The website link

Customers use this information to pay online.

#### **Credit Card Surcharge**

If your organization charges a surcharge for card payments, you can configure that here.

| Setting | What It Does |
| --- | --- |
| Include Surcharge Statement | Adds a highlighted notice that a surcharge fee applies to credit or debit card payments |
| Enable Credit Card Surcharge Fee | Lets you define the fee amount as a percentage or fixed amount |

#### **Check Payment Configuration**

If you accept check payments, you can display a mailing address on the invoice.

To do this:

- Set **Display Payable Address** to **Yes**
- Enter the mailing address for check payments

This address will appear on the invoice.

### **Step 5: Select Late Fee Settings**

Use the dropdown to select the late fee configuration for this invoice type.

The list shows all late fee options already set up in your system.

If you need to create a new late fee, go to:

- **Billing AR module \> Data Management \> Late Fee Configuration**

You will need access to Late Fee Configuration.

If you do not have access, contact your user role administrator.

### **Step 6: Add Invoice CC Email Recipients**

This setting lets you add email addresses that will receive a copy of all automated invoice emails for this invoice type.

For example, you can add your billing department email.

To add recipients:

- Type the email address in the field
- Click the checkmark to confirm
- Repeat for each additional address

### **Step 7: Save and Preview**

When you finish the setup, click **Save Configuration**.

After saving, click **Preview Invoice Sample** to review the invoice before using it.

#### **Important**

- Invoice Type Configuration becomes active as soon as you save it.
- There is no separate approval step.
- Once saved, the configuration is available for use and can be linked to customer profiles.
- You can edit a saved configuration at any time.
- Go back to Invoice Type Configuration, find the template, and update it as needed.

### **Best Practice**

Use your UAT test environment before making changes in production.

This helps you review the invoice sample and confirm everything looks correct before it goes live.

### **Quick Reference Checklist**

| Step | Task | Required? |
| --- | --- | --- |
| 1 | Enter Invoice Type Name and Description | Name is required. Description is optional. |
| 2 | Upload logo and set position | Optional |
| 3 | Add contact information and set position | Optional |
| 4 | Add invoice messaging notice and footer text | Optional |
| 5 | Select accepted payment methods | Required |
| 6 | Configure billing portal, surcharge, and check address | Optional. Complete only if needed. |
| 7 | Select late fee configuration | Optional. Complete only if late fees apply. |
| 8 | Add CC email recipients | Optional |
| 9 | Save configuration and preview the invoice sample | Required |

**Need help?**  
If you have questions about **Invoice Type Configuration**, contact the Aclarian Client Support team for assistance.

- Email: [clientsupport@aclarian.com](mailto:clientsupport@aclarian.com)
- Contact your assigned Customer Support liaison
- For urgent issues, use the Live Chat Feature

 

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