How to Add Services to an Invoice in Noterro

There may be instances where you'll need to add a service or multiple services to a new or existing invoice. Here are the steps:

Adding Services to an Invoice

  1. Click on Add Invoice (from the Add New in the header, Billing Activities, or from the Patient Profile under the Billing tab).
  2. Type in the Patient’s name and click Add Invoice. You do not need to do this step if you created an invoice from the Patient's Profile.
  3. Type in a Service Name under Invoice Items.
  4. Select the appropriate Service.
  5. Click Finish.

Important Note: You can add services to an existing invoice by selecting the invoice (e.g. INV-4) and then selecting edit, typing in the service name under invoice items and clicking finish.

Steps to Create an Invoice in Multiple Ways

Steps to Add User, Late, and Cancellation Fees to Invoices

How to Add a Tip to an Invoice Payment

Adding a Practitioner to an Invoice

Adding a Treatment Date to an Invoice

Steps to Delete an Invoice in Noterro

How to Quickly Access and Download Invoices from Billing

How to Email Patient Invoices from Billing Activitiy page

Steps to Print an Invoice using Noterro

Locating the Sent Date of Invoices in Noterro

There may be instances where you'll need to add a service or multiple services to a new or existing invoice. Here are the steps:

Adding Services to an Invoice

  1. Click on Add Invoice (from the Add New in the header, Billing Activities, or from the Patient Profile under the Billing tab).
  2. Type in the Patient’s name and click Add Invoice. You do not need to do this step if you created an invoice from the Patient's Profile.
  3. Type in a Service Name under Invoice Items.
  4. Select the appropriate Service.
  5. Click Finish.

Important Note: You can add services to an existing invoice by selecting the invoice (e.g. INV-4) and then selecting edit, typing in the service name under invoice items and clicking finish.

There may be instances where you'll need to add a service or multiple services to a new or existing invoice. Here are the steps:

Adding Services to an Invoice

  1. Click on Add Invoice (from the Add New in the header, Billing Activities, or from the Patient Profile under the Billing tab).
  2. Type in the Patient’s name and click Add Invoice. You do not need to do this step if you created an invoice from the Patient's Profile.
  3. Type in a Service Name under Invoice Items.
  4. Select the appropriate Service.
  5. Click Finish.

Important Note: You can add services to an existing invoice by selecting the invoice (e.g. INV-4) and then selecting edit, typing in the service name under invoice items and clicking finish.

Steps to Create an Invoice in Multiple Ways

Steps to Add User, Late, and Cancellation Fees to Invoices

How to Add a Tip to an Invoice Payment

Adding a Practitioner to an Invoice

Adding a Treatment Date to an Invoice

Steps to Delete an Invoice in Noterro

How to Quickly Access and Download Invoices from Billing

How to Email Patient Invoices from Billing Activitiy page

Steps to Print an Invoice using Noterro

Locating the Sent Date of Invoices in Noterro

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice