Emailing an Invoice

You can easily email an invoice to your Patients to provide a detailed record of services and associated costs for their reference and records. 

How to Email an Invoice

1. Click on the Invoice (example INV-3) from the Billing Activities page, the Clinic Patient Profile page, or from the Appointment.
2. Click on the three dots (upper right corner).
3. Click Email.

Important Note: You can attach upcoming appointments to their emailed invoice by toggling on 'Show Upcoming Appointments.'