Downloading an Invoice

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

Send your patient’s invoice to an alternative email address by downloading it first and then emailing it. Here’s how to download an invoice as a PDF.

Download an Invoice

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