How do I select a branch when billing from a note?
You can select a branch when billing from a note. This will help you to track financial transactions by branch. Read on to learn how:
1. On the ''Compose Note'' section after your note is finished, scroll down and ensure that the ''Record billing info for this session'' checkbox is enabled.
2. Click on the drop-down menu next to ''Add to Branch'' and a list with all your saved branches will be displayed. Then, click on the desired branch. Your tax ID and location will be pulled from the selected branch.
3. Once the note is signed, the branch will be linked to the billing transaction.
That's it! If you have any questions, please contact us.