Customise invoice using Master Paragraph
In Stage Three of the Billing Wizard or the Bill Paragraphs billing window, click Paragraphs to open the Master Paragraphs window.
This window contains all the master paragraphs that have been defined for use in your practice under Paragraph Type.
Master paragraphs are grouped into Types which can contain a number of related paragraphs. For example, you may have a group of paragraphs under a Type heading of 'Tax', and others that all relate to consultancy work under their own type. Expand the types by clicking on the crosshair icons to view the paragraphs within it.
In the Master Paragraphs window, click a paragraph to select it and then click Insert or drag it to the billing paragraphs area of the Bill Paragraphs page.
Like invoice templates, these masters are configured by the system administrator and are a way of customising invoices to different client and practice requirements. Most practices develop their own library of master paragraphs most suited to their own billing requirements.
Alternatively, you can attach paragraphs to specific assignments so when a bill is created for that assignment all the bill content can be added in one step.
Drag and drop a single master paragraph onto the main area of the page. The paragraph will be added as a new paragraph.
Make multiple selections by holding down the [Ctrl] key whilst clicking on the required paragraphs. Each selected paragraph will be added as a new paragraph.
Append the content of one or more master paragraphs to an existing paragraph in the draft bill text (without overwriting) by holding the [Shift] key while you drag them to the draft bill.
To add new master paragraphs via the Maintenance menu you need Supersuer access rights in the system. See your system administrator if you do not have the required access.
In order for users to be able to edit the list of Master Paragraphs within File -> Maintenance -> Documents -> Master Paragraphs, a task permission will need to be selected: