Emailing an Invoice


This article is about manually emailing an invoice. Please see Automatically Emailing Paid and Overdue Invoices for information about automatically emailing invoices.

To email an invoice manually:

  1. From the invoice, click the Email icon at the top-right of the screen.

    On an invoice, the Email icon in the control bar is highlighted
  2. The Send Invoice Email pop-up appears. By default, the email will use the default invoice email template. You can select any other communication template you have set up, or edit the email manually. The default sender is based on your Email Sender Preferences; you can manually change the sender email address and sender name if required.

    A pop-up titled "Send Invoice Email"
  3. (Optional) Add any files you wish to include as attachments. You do not need to attach the invoice; this will be attached automatically as a PDF.

  4. Click Submit to send the email.


When you email your invoice, you can include a secure payments link that allows your patients to pay online.

Checking attachments sent with emails

If you sent attachments in an email to a patient, you can view the file names and sizes of the attachments in your Message History.

A patient's email message history. Aan attachment is shown with a Download link.

Attachments are also displayed in the Email History of any invoice, clinical note or intake form. Just hover your cursor over the email status to see a preview of the contents:

The cursor hovers over the status in the email history. The email and attachments are displayed.

Note that attachments can only be viewed in this way after the email has actually been sent.

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