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Print or Email an Invoice and Receipt
Print or Email an Invoice and Receipt

How to print or email an invoice to a patient. How to create an itemised receipt

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

If a patient requires a copy of their invoice, you can provide it from the Account tab in their record, where you see invoices raised and payments are taken.

Select the invoice by clicking its blue invoice number.

invoice link

This will display the invoice on screen, showing how it will look when printed or emailed.

The options of what you can do with this invoice are displayed in the top right of this preview screen.

Print the invoice by clicking on the Printer icon.

Email the invoice by clicking on the Envelope icon. You will be taken to the patient’s correspondence screen and an email will be opened with the invoice attached. It is useful if you create an email template to go with this invoice.

Download the invoice as a PDF file, by clicking on the Download icon.

The cross icon will close this view.

Printing a invoice

When a payment has been explained against an invoice, the print or file copy of the invoice will show any payments explained against it.

Create an itemised receipt

When an invoice has been paid in full, the invoice will be produced with the wording ‘Receipt’ in place of ‘Invoice’.  It will show all the items and their prices.

Marking an invoice or receipt as sent

The Mark as Sent option will place a marker on the invoice so you can see at a glance that the patient has been sent a copy.

Changing how your invoice/receipt looks.

You can edit the wording on your invoices and receipts in the Templates section of the Settings menu. (Administrator level users only)

Statement of Account

A patient may request a statement showing all payments - we have a helpful web page about how to produce a Statement of Account

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