How do I email an invoice?

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

  2. By default, the email will use the template set out in the Copy section of your Reminders page, under Settings. You can change this as needed when sending out emails.

  3. Click Submit to send the email.

NOTE: If you are unable to see the Submit button, this may be due to the screen resolution settings on your browser. You can try adjusting the browser's zoom setting by holding down the Control (Ctrl) key and scrolling the mouse wheel towards you.

You can also select the browser's settings by clicking on the 3 vertical or 3 horizontal dots, or cog icon, depending on the browser. You should see the Zoom setting as a percentage. You can adjust the percentage by clicking on the minus icon to reduce the size of the browser's display area.


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

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