Reprint or email an invoice or consultation

Reprint or email an invoice or consultation

You can reprint an invoice or consultation email—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 Consultations
  3. Adjust the date range, if needed.
  4. Click Viewto open the consultation.
  5. Click the drop-down arrow next to the Print Labels button, and then select Print Invoice or Print Invoice (No Prices).
  6. The invoice will open in a new tab. Click Print to reprint the invoice or click Email to send the invoice to the email address listed on the client’s record.

 

Print or email multiple partially 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
  3. Select All Client Activity to view activity greater than 365 days, if needed.
  4. Click the menu button on the payment transaction
  5. Click Print Invoice to open the invoice.
  6. The invoice will open in a new tab. Click Print to reprint the invoice or click Email to send the invoice to the email address listed on the client’s record.

 

Print or email multiple unpaid or partially 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 or partially paid invoices you’d like to print or email..
  4. Click Print to open the invoice.
  5. The invoice will open in a new tab. Click Print to reprint the invoice or click Email to send the invoice to the email address listed on the client’s record.