With Timely, you can add a reference number to individual staff members, which are then displayed on invoices. This is great if you are required to include any of these details, such as the examples below. In this guide, you will learn how to add a staff reference number.
Who might require these details?
- Health/wellbeing experts who are required to include their registration/provider number on the invoice
- Self-employed contractors who need to include their own business registration details
- Individuals who work with insurance providers and are required to display a provider number on invoices
How to add a reference number
You can add a reference number (or multiple) to each staff member's profile individually. It is possible to add multiple numbers/number types for each staff member. However, only one number/type can be displayed on an invoice at a time. You can add two numbers by adding one in the reference number type field and the other in the reference number field.
Step-by-step instructions
1
Head to setup from the main menu in your Timely account dashboard, and click on staff, and click edit next to the staff members name.
2
Scroll down to the personal information section.
3
Enter the title for the reference in the reference number type, and then type the number in the reference number field.
4
Repeat for any other numbers you'd like to add. Use the plus [+] button to add more numbers.
5
When you are ready, click save to apply your changes.
How to select a reference at checkout
1
Checkout the booking as you would normally, and click the sales options button on the screen.
2
If the staff member has reference numbers added, you will see a field here. Then select the appropriate reference number from the dropdown.
3
Click save options to save the reference number and continue the sale process as normal. The raised invoice will now have the provider number listed.
How to add or change a reference to an existing invoice
1
Head to the invoice and click edit.
2
Select the new reference from the drop down menu, and save. The new reference will be updated on the invoice.