Invoice Type Configuration

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