To send Credit / Debit notes to clients direct from EntireHR please follow the below steps.
1. Select Reports > Invoice > Print Credit/Debit Note
2. Select Debit Note or Credit Note
3. Choose the Period ending date for Credit/ Debit notes
4. Select Submit to obtain all Debit or Credit notes for selected period ending.
Please note the Service Location, Credit/Debit Number, Linked Invoice Number and Docket Number are all optional field to specify data sets if required.
5. In the next screen select Send to the Credit/Debit notes you wish to Clients via email.
Select the Print in the bottom right if you would like a summary or all debit notes raise for selected data set.