How do I select a branch when billing from a note?
Here's how to select a branch when billing from a note:
1. On the ''Compose Note'' section after your note is finished, scroll down to "Actions" and select "Profile".
2. A new window will open where you can select the desired branch from the list of saved branches. Then, click "Save" at the bottom of the page. Your tax ID and location will be pulled from the selected branch.
3. Once the branch is saved, you can go back to finishing the note. When the note is signed, the branch will be linked to the billing transaction automatically if you've selected "Record billing info for this session".
That's it! If you have any questions, please contact us.