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How do I edit or delete an invoice memo?

  • Updated

Navigate to File > Practice Preferences to edit your invoice memo that appears on printed invoices. You can also delete old invoice memos from this area. Double-click on your practice and navigate to the Miscellaneous tab.

Click the Invoice Memos drop-down in the bottom-right and select your invoice memo from the list.

invoice_memo_select.png

Edit your invoice memo to correctly reflect the new details, then press Save.

There is a 200-character limit on the invoice memo field. If your memo is longer than two lines of text, the text will be cut off when the invoice is printed.

You can also change the Invoice Memo from within an invoice (Billing > Invoice). After selecting your memo from the Invoice Memo drop-down in the bottom-left, any changes you make to this memo will be reflected on all future invoices.

Delete an invoice memo

If you no longer wish to have an invoice memo appear, navigate to File > Practice Preferences > Miscellaneous. Click into the Invoice Memos drop-down, then Alt + click on the invoice memo you want to delete. Press Save.