Add a Custom Note to Invoices

Overview

This knowledge base article explains how to add a custom note to invoices.

Creating Custom Invoice Note

Administrators with access to Settings can set up a custom note for all practice invoices.

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

When printing an invoice from a note, the custom invoice note appears in the lower-left corner of the invoice, beneath the practice phone number.

Watch the Video

Click here to watch a video about this feature.

FAQs

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

Click here for quick access to the FAQs.

*********************************

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.