This article will provide users with a step-by-step guide on how to add a comment to the Invoice.


Questions answered in this article:

  • How do I add a comment to the Invoice?


Adding a comment to the Invoice


  1. Click the Edit button located at the top of the Invoice Editor.


    Note: Comments can only be added to an invoice if it is still in the draft stage.


  1. To add a comment or description for a specific Service, click the Comment button below the Service/Product.


  1. Enter the comment or description in the text box provided for the Service/Product.



  1. You can also include general comments for the entire invoice rather than for specific services. This could be a default message pertaining to your invoices. You can customize this default message in Clinic Setup > Settings > Billing Tab.





  1. Click the Save button and then select Save from the dropdown menu or Save & Submit.