---
title: "Configuring Invoices"
description: "Configure your invoices and receipts so they have all the needed fields for your clients"
url: https://support.kindredpractice.com/en/articles/48-configuring-invoices
collection: "Billing and Payments"
updated: 2026-09-21
language: en
---

# Configuring Invoices

Configure your invoices and receipts so they have all the needed fields for your clients

**Customizing Client Invoices in Kindred Practice**

Kindred Practice 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 Kindred Practice 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.