Reprint or email an invoice or consultation

You can reprint an invoice or consultation - or resend via email - from a patient’s history at any time. 

You also may have the option to print multiple invoices with a combined total for one or more patients.

See FAQs: Email and FAQS: Invoices and payments for answers to common questions.     

Print or email one invoice or consultation

1. Search for and select the patient.
2. Click the Consults tab.
3. Adjust the date range, if needed.
4. Click the consultation ID to open the consultation.
5. Click the Print button at the top of the consultation page, then select Invoice or Invoice (No Prices). The invoice will open in a new browser tab.
6.  Click Print to reprint the invoice, or click Email to send the invoice to the email address saved to the client record.

Print or email multiple partly paid or paid invoices or consultations

Prerequisite: To print or email multiple invoices as a single receipt, you must have either:

• Selected __invoice_v3__ as you default invoice in Company Settings 
  OR
• Inserted one of these form variables in your default invoice form: [invoice_details] or [invoice_details_tax_labels]

Note: To print or email multiple invoices or consultations as a single receipt, they must have been paid together with a single payment.

1. Search for and select the client.
2. Click the Financial Activity tab.
3. Select All Client Activity to view activity greater than 365 days, if needed.
4. Click the menu button on the payment transaction used to pay the invoices.
5. Click Print Invoice to open the invoices. The invoice will open in a new browser tab.
6. Click Print to reprint the invoice, or click Email to send the invoice to the email address saved to the client’s record.

Print or email multiple unpaid or partly paid invoices or consultations

Prerequisite: To print or email multiple invoices as a single receipt, you must have either:

• Selected __invoice_v3__ as you default invoice in Company Settings 
  OR
• Inserted one of these form variables in your default invoice form: [invoice_details] or [invoice_details_tax_labels]

1. Search for and select the client or patient.
2. Click Collect Payment.
3. Select all unpaid and partly paid invoices you would like to print or email..
4. Click Print to open the invoices. The invoice will open in a new browser tab.
5. Click Print to reprint the invoice, or click Email to send the invoice to the email address saved to the client’s record.