Adding Billing Notes

At times Front Desk staff may need to add a note to the client’s payment records. In the client file click on the Payment tab. At the bottom of the Payment screen, click on Billing Note.

Sample notes may include:

• No checks
• ROI – Release of Records to another party who has accepted responsibility for payment
• A payment promise such as “Client will pay $100 on Tuesday, January 1.”
  

When you are finished entering the Billing Note, click Save and the note can be viewed in the Billnote grid on the Payment screen.

*If the Billing Note no longer applies, click on that note in the Payment screen and click on Delete Note.