PRIM allows you to customize the terms or labels that will appear on invoices, you can modify the description of billing codes, invoice types or replacement types.

 

These customizations are optional, however they must be saved in the payer client's file.

 

 

1.In the client's file, move to the "Settings" tab, sub-tab " Personalization ".

2.In a section, click on an empty line or on the icon (Insert) and choose an item from the proposed list.

3.In the "Personalization" column, enter the text as it will appear on the invoices and click on (Save).

4.Note that this procedure is the same for the other sections and that it is possible to add more than one item to the list.

5.On the payer client's invoices, the terms added in the "Personalization" columns will appear, replacing the description that would be displayed if there was no personalization.

6.If necessary, open the translation window to add this personalization in the client's correspondence language.