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htrohatos
Canine II

Adding a line to receipts/statements

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Is there any way to add our business number to the receipts and statements?receipt# statement# 

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Moderator
Moderator

Re: Adding a line to receipts/statements

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Good day Helen (htrohatos‌),

Statement information is hard coded.  What most offices do is provide the business number in the Mandatory message which appears on all statements:

1. From the main menu of OrthoTrac, click Reports, Financial, Statements, Generate Statements.

2. Click the message to the right of Mandatory type in the Messages section.

3. Click Change.

4. Enter the new message   (for most offices, a message like "For billing inquiries, please call XXXXXXX" is sufficient)

5. Click Close.

7. Repeat steps 2 through 5 for each message to be changed.

8. Click Cancel on the Statement Generation window.

Unfortunately, receipt information cannot be changed at this time. 

Regards,

Phil Carter / OrthoTrac Escalations

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htrohatos
Canine II

Re: Adding a line to receipts/statements

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Thank you. Is there any way to add it to the receipts?

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Moderator
Moderator

Re: Adding a line to receipts/statements

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Good day Helen (htrohatos‌),

Unfortunately, receipt information cannot be changed at this time.

Regards,

Phil Carter / OrthoTrac Escalations

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