Adding personal and medical aid information

Created: Feb. 1, 2022, 12:24 a.m. Last updated June 23, 2025, 11:27 a.m.

Include your clients medical aid information on invoices for medical aid submission.

Adding personal and medical aid information

Include your clients medical aid information on invoices for medical aid submission.

Here's how to add personal and medical aid information:

  1. Find the relevant client on the Client page, click on it.
  2. Click on the Client Info tab and add the medical aid and personal information.
  3. Click Save when you're done.

If the medical aid details aren't appearing on your invoices:

  1. Go to the Brand page in your Advanced Settings and choose the applicable Space.
  2. Click Edit on the top-right of the banner image > Invoice settings.
  3. Check the Include medical aid box and click Save.
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