You can use invoice memos in Genie to add any extra information onto your patient invoices. Once you have created invoice memo templates, you can choose the relevant one for each patient to quickly and easily add the necessary information for your patients.
Invoice memos can be used to remind patients of expiring referrals, what they need to bring to their next appointment, or your cancellation policy, amongst other things.
When invoicing a patient (Billing > Invoice or ), choose the appropriate option from the Invoice Memo drop-down in the bottom-left of the invoice window.
Editing the memo during the invoice process will edit the memo template for all future invoices. With this in mind, it is best to keep invoice memos generic and not include any patient-specific details.
The invoice memo will then appear below the item details on the printed invoice as shown below.