Managing Invoice Headers and Footers

Practice provides a set of headers and footers that you can use on your invoices. You can also create custom headers and footers. Headers and footers can include both text and images. You can also insert keywords Variable blocks of text that are defined by the system and can be inserted in an invoice paragraph, header, or footer when setting up the invoice content. Keywords are changed to client specific data when the invoice is generated. for commonly used items such as the firm name and address, the billing date, or the client name.

Note: The following headers and footers are provided with Practice. They cannot be edited or deleted:

• Footer - Page 1 Only
• Footer - Pages After Page 1
• Header - Page 1 Only
• Header - Pages After Page 1

Headers and footers are managed in Invoice and Statement Content Manager. To open Invoice and Statement Content Manager, do the following:

1. In Dashboard, click Application Links on the navigation panel.
2. In the Firm section, click Invoice and statement templates.

In Invoice and Statement Content Manager, you can do any of the following:

1. Open the Invoice and Statement Content Manager.

   1. In Dashboard, click Application Links on the navigation panel.
   2. In the Firm section, click Invoice and statement templates.
2. If needed, click the Headers and Footers section of the navigation panel to expand it and view the list of headers and footers.

   Note: You can hover your pointer over the name of a header or footer to view a description of that item, if one was entered.

3. Do any of the following as needed:
   • Open a header or footer. Double-click the item to open it in the main pane .
   • Create a header or footer from scratch.
     1. Do one of the following:
        • Right-click a folder in the Headers and Footers section on the navigation panel and select New Header or New Footer.
        • Click New > Invoice Header, Invoice Footer, Statement Header, or Statement Footer in the application menu.
     2. Select the location for the new header or footer. Click New Folder to create a new folder in the Header and Footers section, if necessary.
     3. In the bottom half of the window, enter a unique name and a description for the header or footer. The description is visible when you hover the pointer over the header or footer name in the navigation pane.

        Note: If you need to rename the header or footer at a later time, right-click on the header or footer in the navigation panel and select Rename.

     4. Click Save. The blank header or footer displays in a tab on the right side of the window.
     5. Enter content for the header or footer in the main pane. You can use the formatting options on the Home and Layout ribbons to change the appearance of the header or footer. Spell check is available on the Review ribbon. Tell me about the most frequently used ribbon options.

     Option	Description
     Cut, Copy, Paste text	Click Cut, Copy, or Paste in the Clipboard group on the Home ribbon to copy selected content to the clipboard or insert copied content from the clipboard.
     Clear all content	Click Clear in the Edit group on the Home ribbon to remove all content from the open item.
     Insert tables	Click Table in the Insert group on the Layout ribbon and set the number of rows and columns to insert.
     Insert images	Insert your cursor where you would like to insert an image, and then click Picture in the Picture group on the Home ribbon. Navigate to and select the image to insert, and then click Open. The following image formats are supported: BMP, TIF, WMF, PNG, JPG, JPEG, GIF Note: Images must be inserted as embedded objects. Images that are inserted as links will be removed from the rendered invoice. Removing the image can change where text displays on the invoice.
     Format images	Select an image in your document, and then click Format in the Picture group on the Home ribbon. You can change the layout, size, and save options for the image, among other options.
     Insert an ePay Link	If your firm licenses the ePay feature, you can click Insert ePay Link on the Home ribbon to add a hyperlink on the invoice that points to the ePay portal. Your clients can click this link to make their payments.
     Insert keywords	Drag keywords Variable blocks of text that are defined by the system and can be inserted in an invoice paragraph, header, or footer when setting up the invoice content. Keywords are changed to client specific data when the invoice is generated. from the navigation panel into the desired location in the content area. See Using Invoice Keywords for more information.

     6. Click Save on the application menu or quick access toolbar.
   • Copy an existing header or footer to create a new one.
     1. Right-click an item in the Headers and Footers section on the navigation panel and select Open. The header or footer displays in the document content area of the window.
     2. Edit the content of the header or footer as needed. You can also use the controls on the ribbon to change the appearance and layout.
     3. Select Save As... on the application menu and enter a new name for the header or footer.
     4. Select the location for the new header or footer. Click New Folder to create a new folder in the Header and Footers section, if necessary.
     5. Enter a unique name for the new header or footer.

     Note: If you need to rename the header or footer at a later time, right-click on the header or footer in the navigation panel and select Rename.

     6. Enter a description for the header, if needed.
     7. Click Save on the application menu or quick access toolbar.
   • Edit a header or footer.
     1. In the navigation panel, right-click the item you want to edit, and then select Open. The item displays in a tab on the right side of the window.
     2. Edit the content of the header or footer as needed. You can also use the controls on the ribbon to change the appearance and layout.
     3. Click Save on the application menu or quick access toolbar.
   • Delete a header or footer.

   You can delete a header or footer if it is not in use in a template. To delete a header or footer:

   1. Do one of the following:
      • Right-click the item in the navigation pane, and then select Delete.
      • Click the item in the navigation pane, and then click Delete in the Edit group on the ribbon.
   2. Click Yes to confirm the deletion.