You can add additional information to billing documents in the form of rich text. You can add this information to billing documents manually, or you can specify default information to be included on new billing documents.
To set up default header and footer information for new billing documents:
- In Lightning Experience, click the Billing Central Task Launcher tab then click Default Document Text. Using Classic
- To set up default text to appear on billing documents of type Invoice, enter the text you want in the Header and Footer fields of the Invoices section.
- To set up default text to appear on billing documents of type Credit Note, enter the text you want in the Header and Footer fields of the Credit Note section.
- Click Save.
To edit header and footer information on an existing billing document:
- In Lightning Experience and Classic, click Edit on the billing document then edit the header and footer text in the Document Text section of the page and save your changes.
- On the enhanced Billing Contract Detail page, click Edit to make the document editable. Then click Document Text in the Summary section of the Document Details panel and edit the header and footer text in the Document Text popup window. Click Update to save your edits to the document.
If a billing document has no header or footer information, and there is no default document header or footer information, that header or footer field is excluded from the printed billing document.