The Receipt/Statement Notes screen allows users to modify the bottom portion of receipts printed by their practice. Users can setup any number of receipt notes to choose from to print on the receipt.

Select File > Setup > Receipt/Statement Notes from the menu bar to open the Receipt/Statement Notes screen.

To add a new statement note, click Add and fill in the information at the bottom of the screen.

Make a selection from the Location drop-down list and enter the Name of the statement note. If you want to make the statement note the default note to be printed at the bottom of every receipt for the specified location, make sure the Default checkbox is checked.

Enter the receipt message that will appear on the receipt in the Message text field.

To delete a statement note, click to highlight the appropriate note and click Delete. 

To filter your statement notes, click Filter… to open the Filter condition screen. Select the criteria by which you want to filter the selection in the Location, Name, and/or Message drop-down lists and click OK to apply the filter. If you do not want to apply the filter, click Cancel to return to the Receipt/Statement Notes screen. To remove a filter, click Clear filter to clear all fields.

Click the Save and Close icons on the toolbar after you’re done making changes to this screen. You may be prompted to restart the application before the changes take effect.