Customizing Client Invoices in Mynd
Mynd offers various options to tailor invoices according to your practice’s needs, including branding, specific information fields, and custom messages.
1. Accessing Invoice Settings
• Go to Settings and navigate to Payment Settings.
• Select Billing Settings to access Invoice Settings.
2. Previewing and Testing Invoices
• Preview Invoices: A real-time preview of the invoice appears on the right side of the screen. Update settings and view changes immediately.
• Sample Email: Send a sample invoice to yourself to see exactly how it will appear when sent to clients.
3. Customization Options
• Template Selection: Currently, there’s one template available, with more coming soon.
• Brand Colors: Choose a color for invoice accents, such as headings and text highlights. The default is gray, but you can change it to align with your practice colors.
• Brand Logo: The logo used on your Mynd profile is automatically added. You can upload a different logo for invoices if desired.
• Custom Heading and Footer Text: Add specific lines to the header or footer. For example, therapists who are in training can add their supervisor’s name and license number in the header. Add a thank-you note or other message in the footer.
4. Setting Information Fields
• Practice and Therapist Details: Toggle fields on or off, including:
• Practice name
• Practice address
• Practice phone number
• Therapist name and license number
• Address and Contact Information Privacy: For solo practitioners who may use personal contact details, you can hide your address and phone number for privacy.
5. Saving and Finalizing Settings
• Save Changes: After adjusting settings, click Update to ensure changes are saved.
• Email Preview: Check the final email layout by sending a sample to yourself to confirm it looks as intended for clients.
These settings allow you to create polished, professional invoices that reflect your practice’s unique branding and specific needs.
