How to Email Invoices to Patients

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There are a number of ways you can email an invoice to a patient.

1. During the Complete & Invoice process.
2. From the patients profile.
3. From the Invoice Search page.

1. Complete & Invoice Process

From the Home page, click the patients appointment block, select Complete & Invoice, Checkout. 

This is the invoice before you receive the payment.  Select Save.




In the Receive Payment screen you have the option to select the "Email Patient" the Paid Invoice portion.


2. Patient Profile

a. Go to the patient profile and select History>Invoice tab.

b. Click blue icon to the left of the item you want email and select "Email Invoice".



c. You'll be prompted to confirm you want to send the email.  The email address on the patients profile will appear, select "Ok".

d. You'll be prompted the message went successfully. Select Ok.

e. The email sent is logged under the patients Correspondence>System Emails tab.

3. Invoice Search Page

a. Go to the Accounting tab and select the Invoice Search otion.

b. Enter the search criteria or enter a patients name. Click the blue icon to the left of the item you want to email and select "Email Invoice".

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