---
title: "Account Invoice Inserts"
slug: "account-invoice-inserts-1"
updated: 2026-08-10T20:22:32Z
published: 2026-08-10T20:22:32Z
canonical: "help.idibilling.com/account-invoice-inserts-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Invoice Inserts

Invoice inserts are included with your customers' invoices. Your company coordinates the contents of the inserts with your print vendor. When ***Insert1***, ***Insert2***, or ***Insert3*** is included in the billing information IDI sends the vendor, the appropriate insert is included.

If any part of a bill period falls between the Start Date and End Date of the insert, the insert is included with the invoice(s) of the associated bill period(s).

> [!NOTE]
> Note
> 
> Invoice inserts selected on the customer account override inserts selected for the Invoice Format in Administration Console.

#### Viewing Account Invoice Inserts

To view a customer's history of invoice inserts:

- Open the customer record.
- From the customer menu, select **View > Invoice Inserts**. This opens the Invoice Inserts window.

![InvoiceInsertsForCustomer](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/71999.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A30Z&se=2026-11-14T11%3A58%3A30Z&sr=c&sp=r&sig=sjBviu%2BH7IaQ9y7bB10qCzKw6erBH%2BIK73noexWxqZ0%3D)

#### Adding or Editing an Invoice Insert

- To add a new insert, right-click in the table and select **New**.

To edit an existing insert, right-click on the insert and select **Edit**.

This displays the Add/Edit Invoice Insert window.

![NewInvoiceInsertForCustomer](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/72004.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A30Z&se=2026-11-14T11%3A58%3A30Z&sr=c&sp=r&sig=sjBviu%2BH7IaQ9y7bB10qCzKw6erBH%2BIK73noexWxqZ0%3D)
- Enter start and end dates.
- Select the appropriate ***Insert*** from the drop-down.
- Click **Save**.

#### Deleting an Invoice Insert

- In the Invoice Inserts window, right-click the insert you want to remove and select **Delete**. This displays a confirmation message.
- Click **Yes** to delete the record.

See also:

Invoice Formats are configured in the Administration Console. Refer to Admin Console Help.