Stage 2b: Template Configuration
Letterhead templates govern the letterhead that appears on invoices, receipts, estimates, statements and transaction listings (financial documents).
Before you begin
Bluechip billing is based on a per-practitioner Location or Room; there must be a separate letterhead template for each location for the practitioner. Create new letterhead templates for new practitioners for each location for billing.
Procedure
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In Bluechip, select . The window appears, displaying all your current templates.
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Rather than creating a new template, it is recommended that you copy an existing letterhead template, and amend it with the new Practitioner's details. Select an existing template, and click
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The Edit Letterhead Template window appears. Modify the and to suit the new Practitioner's details. Select the new practitioner from the Practitioner drop-down menu. ClickOK
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To open the template either double-click it, or select it and click Edit
- Ensure not to edit the [LH][ELH] fields, or the body of the document. You may, however, make other changes to the letterhead for the practitioner.
- Ensure not to edit the [LH][ELH] fields, or the body of the document. You may, however, make other changes to the letterhead for the practitioner.
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Click
and then Exit the template. Repeat this process for each different location.