Emailing an Invoice

Send invoices to your patients via email for their records and reference at any time.

Email an Invoice

Follow these steps to send an invoice to your patients easily:

1. Click on the desired Invoice (e.g., INV-3) found on the Billing Activities page.
2. Alternatively, you can select an invoice from the Clinic Patient Profile page or directly from the Appointment.
3. Click on the Three Dots located in the upper right corner of the page.
4. Select Email from the dropdown menu.

Important Note: Enhance the invoice by attaching any upcoming appointments. To do this, toggle on ‘Show Upcoming Appointments’ before sending the email.