Page 44 - Service Bulletins

ROI+ SERVICE BULLETIN 04-13-2018 Invoice Header Added for Billing Reference
1. On the Edit Invoice screen, enter your billing reference in the box labeled “Invoice Header Info.”
Enter a billing reference such as a claim number here. Use your return/enter key
to add additional lines, if needed.
2. After you click “Update Invoice Info” on the Edit Invoice screen, the header will display on the invoice.
The billing reference will appear at the top of the
invoice billing section.
3. You can also enter a new billing reference or edit an existing billing reference from the QC screen.
1. On the QC screen, click “hdr.”
2. When this box appears, enter a new header or edit an
existing one; then click “save.”
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