Printing or Emailing Invoice to the Patient

Printing or Emailing Invoice to the Patient

You can print or email an invoice any time after a patient has been billed. Here is how to print or email an invoice to the patient.


Info
1. Navigate to the Patient Chart. You will be at the Summary section of the patient profile. Click on the 'Patient Billing'.

On the Patient Billing window, search for the invoice where you want to print or send it to the patient via email. Then click on the desired invoice.



Info
2. On the Invoice window, scroll down and you will find the Email option on the left side of the screen. Click on it. The invoice will be sent to the patient.

To print the invoice, click 'Print'. 
A printable version of the invoice will appear onscreen, with a button to print it at the top right corner. Click it. Follow your computer's print prompt (Ctrl + P) to print the invoice and hand it over to the patient or staff as required.
Notes
Tip: Make sure the correct email address is added to the patient's contact details before sending the invoice via Email to the patient.





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