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Add a note to an invoice

Record internal context, or text printed for the patient, on an existing invoice.

Table of Contents
  • Open the invoice from Money or from the patient's card.

  • On the details, find Invoice notes.

  • Enter your note. Use Printed on the invoice: for text the patient should see.

  • Save.

Plain notes stay internal, and Activity shows the history.

Up next

Next, read Issue an invoice from an issuing company.