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How to Email an Invoice

Updated over 3 weeks ago

Emailing an Individual Invoice

If you're in the process of invoicing, there is an option to save the invoice and email.
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If you're viewing an existing invoice, the email option is found at the top of the invoice.
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Emailing Multiple Invoices

To email multiple invoices, go to the Invoices tab on a patient file.

Select the Invoices section at the top of the page.

Use the checkboxes to select the invoices and then select email.

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