Add a Custom Note to Invoices
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).
The invoice note will appear in the lower left corner of the invoice, under your practice phone number.
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 ...How to Create Custom Content
There are 2 ways to manage custom note content: Directly into the shrub area where our existing content displays Using stand-alone buttons to the right of the text field When a custom button is created it can be used for any client as needed. ...Requesting Advanced Custom Forms in ICANotes+
Overview ICANotes+ allows practices to request Advanced Custom Forms for the client portal when the built-in template does not meet their specific needs. These forms provide a streamlined experience for both administrators and clients by offering ...How to Add Service Codes, Units, and Amount to a Note
Overview This knowledge base article guides on managing the service codes, units, and charge amounts on the notes. Adding Service Codes to the Notes This knowledge base article guides on managing the service codes, units, and charge amounts on the ...Practice Note Settings
This guide covers the workflow for practice owners customizing note settings at the group level in ICANotes. From the left-hand navigation menu, go to Settings Click into the Note Settings section. Here you can modify Note Settings, Note Headings, ...