How Do I Interact with Patient Invoices?

From the billing panel, you can interact with patient invoices in the following ways:

Viewing Outstanding Balances

From the main Billing page, you can view both patients and companies, and alongside to the right, their outstanding balance.

Viewing, Downloading, Printing and Emailing an Invoice

From the Billing page, click on a patient or company for which you’d like to view the invoice. This will take you to the billing overview for that patient. In the “Recent Invoices” section you have visibility to all past invoices. Clicking on the date will pull up information from that particular invoice. From that detailed view, you can then download or print the invoice by clicking on the settings icon in the top right of the page.

For a breakdown of the features on a patient’s invoice, click here.

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