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Add and Update Invoice and Payment Memo

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This article helps you add or change memos for an invoice or payment.

Modify Invoice or Payment Memo

  1. Open the Patient Manager, locate and select a patient.
  2. Open the patient case, then select the Account Activity tab.
    Note: The Invoices & Payments tab opens by default.
  3. Right-click on an invoice or payment and select Edit Memo.
    The Edit Memo window opens.
    invoice-payment-memo
  4. Type memo content, then click Save and Close.
    Note: The memos are displayed in the Memo column when listing invoices and payments. The memos also appear on the Account Activity Summary printouts.

Clear Invoice or Payment Memo

  1. Open the Patient Manager, locate and select a patient.
  2. Open the patient case, then select the Account Activity tab.
    Note: The Invoices & Payments tab opens by default.
  3. Right-click on an invoice or payment and choose Edit Memo.
  4. In the Edit Memo window, clear all content, then click Save and Close.

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