Invoice Memos

Genie provides the ability to insert a memo at the bottom of printed invoices. You can have as many different memos as you like.

The memo field is at the bottom left of the invoice window.

When the invoice window is opened Genie automatically inserts the default memo. Unless you want a standard memo on every invoice, you should leave the Default Memo blank.

To add a new memo, go to File > Practice Preferences: Miscellaneous tab, click on the drop down menu at the bottom right of the window and select Add. Give the memo a name and enter the actual text in the Memo field.

When you want to add this memo to an invoice, simply select it from the drop down menu at the bottom of the invoice window.

To modify the wording of a memo, select it and simply change the wording in the memo field in the invoice window. When you TAB out of this field your change will be saved.

Note: Whenever you delete or modify a memo in the invoice window, you must continue on and actually print the invoice, otherwise your changes won't be saved. This is because invoicing works within a transaction, which allows you to cancel the invoice at any time without any changes being saved.

For this reason, you can also modify invoice memos from your Practice Preferences record (File > Practice Preferences) in the Miscellaneous tab, as shown below.

Note: To delete a memo, hold down ALT key whilst selecting it from the menu. To reset the Default Memo to be blank, delete the memo text and continue on to print the invoice, or delete the text from Practice Preferences.