Add a Custom Note to Invoices
Overview
Creating Custom Invoice Note
Navigate to Settings > Revenue Cycle Management > Customize Invoices
Click Create Invoice Note
Type the text you wish to appear on each invoice generated. When done, click Create Custom Invoice Note to save.
Use the Edit button to make changes to the invoice note. Use the Delete button to delete it entirely (note: this cannot be recovered once deleted).
Printing Custom Note on the Invoice
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
*********************************
Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
*********************************
Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
Related Articles
Custom Fields in Demographics
Overview In ICANotes+, when you enter client information, fields like First Name, Last Name, Date of Birth (DOB), Sex, and many more are available. However, if you need to capture additional details (e.g., identification marks) that are not part of ...Creating Custom Content
Overview You can create and manage custom note content in two ways: Add content directly into the shrub area where existing content displays. Use stand-alone buttons to the right of the text field. Once created, custom buttons can be used for any ...Primary Care Note
Overview ICANotes+ enables you to create a Primary Care Note. Like other notes, you can use shrubs to capture content efficiently. You can also document service codes, diagnosis codes, prescribe medications, and record risk factors, medical history, ...How to Add Related Contacts
Overview ICANotes+ allows you to create related contacts within the system. For example, if your practice has two clients—John Smith and Steve Smith—where John is Steve’s biological father, you can record this relationship in ICANotes+. If John is ...How to Add an Allergy
Overview This Knowledge Base article explains how to add allergies for clients. You can enter details such as onset date, end date, allergy type, reaction type, and severity. Once the onset date has passed, the allergy becomes inactive. Additionally, ...