- Click on Menu > Settings > Practice Setup > Document templates > Add New Document Template.
- Set the Template is used for field to "Account Balance/Invoice".
- In the HTML editor select Tools > Source Code.
- Copy and paste the source from the code block below into your new document template
- Switch out of the source code view, add your practice logo and preview the template. Make any adjustments, then Save.
- Verify the document template is active.
<table style="width: 100%;">
<tbody>
<tr>
<td style="width: 57.4866%; text-align: left;"><strong> <br /> <br /> %practicename%<br /> %practicestreet1%<br /> %practicecity% %practicestate% %practicepostal%<br /> <br /><br /> %practicephone%<br /> Email: %practiceemail%<br /><br /></strong></td>
<td style="width: 41.9786%; text-align: left;"><img src="https://se8.evetpractice.com/Practice/Clients/ViewDocument/4533305" alt="SAH_Logo_sm" /></td>
</tr>
<tr>
<td style="text-align: center; width: 57.4866%;"><strong><br /><br /><br /><span style="font-size: 12pt;">%clientfirstname% %clientlastname%</span></strong><br /><span style="font-size: 12pt;"><strong>%clientaddress%</strong></span> </td>
<td style="width: 41.9786%; text-align: left;"><strong> </strong></td>
</tr>
</tbody>
</table>
<br /><br />%invoice%<br /><br /><br />
<div style="text-align: center;"><span style="font-size: 12pt;"> If invoice details are needed please e-mail %practiceemail%. and they will be e-mailed to you. <br />Or call %practicephone%<br /></span></div>