Confusion re. "Account message / Invoice message"

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Hi All,

I am confused about the use of the "invoice message".  (It's not working as I would have expected).   

I have set the following: 

Under system information > groups > (my group) > Account messages:  all messages read "Please make cheque payable to J. B. Antares"

At the same time, under system information > Account messages:  all messages read "Thank you for your payment".

Then I go into patient file > transactions > (click on a single outstanding transaction) > reprint > select my group and ....  

The tax invoice generated has the message: "Thank you for your payment".   Why?

The only way I appear to be able to override this is to set system information > Account messages:  all messages to read "Please make cheque payable to J. B. Antares" - but that's not what I want ... I don't want every users' invoices to have a message for cheques to be made out to me.

Thanks, Joyaa

FD.  version
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Joyaa Antares

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Posted 2 years ago

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Timothy, Business Care Manager

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Hi Joyaa. From our testing, the global and practice group override account messages are working as designed. Note that if a single invoice contains transactions for practitioners across multiple practices groups, Front Desk will use the global default account messages. So that we can review your individual settings, could you please open a support case at
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Joyaa Antares

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Thanks Tim.  I have now discussed this with Support and two issues were flagged for further discussion.  I'll note them here, both for completeness and in case this is useful to other users:

a) the system only works as expected if the practice group also has a customised group header.  This stipulation isn't transparent and Support will discuss this with the Programmers to check it is obligatory.  It does present an issue because obtaining a customised group header requires the user to request Smartsoft set this up, which is a little cumbersome when a user simply wants a customised group "account message" on his/her statements.

b) it appears that messages can sometimes appear in duplicate on invoices (i.e., "Thank you for your payment" appears twice on the same invoice (or statement ... sorry, I've forgotten which)). This seems to have to do with the remittance message and the invoice message both appearing on invoices - as it was noted that blanking out the remittance message resolved the problem. I suggested that this looked odd, and it might be better if the system had a warning message advising users that this would happen.

I hope that all of the above makes sense?

Many thanks Tim.   Joyaa