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

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

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

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

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

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

Creating an invoice

Adding Other Fees to Invoices

How to Add a Tip to an Invoice

How to Add Services to an Invoice

Adding a Practitioner to an Invoice

Adding a Treatment Date to an Invoice

Deleting an Invoice

Downloading an Invoice

Printing an Invoice

Invoice Email Sent Date

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

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

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