Automatically Emailing Paid Invoices

Follow

Your email automation settings let you automatically email paid invoices to the relevant patient or organisation. To set up email automation:

  1. Click Settings > Payments.

  2. In the Email Automation section, click the Edit (pencil) icon for the level (group, clinic or individual) you want to set automatic invoices for (you can also click Add New to add automatic invoice email settings at the clinic or individual level instead of the default group level).

    Payments_EmailAutomation.png
  3. Under "Process Manually", Select Automatic.

  4. Set any other options you desire and click Save.

    Payments_EmailAutomationPopup.png

RESULT: Invoices that are paid in full will be automatically emailed to the payer. The emails are usually sent within five minutes.

Note

With email automation enabled, invoices will be automatically emailed whenever they are paid in full, even if you have previously emailed the invoice (paid or unpaid). if you add another fee which is subsequently paid in full, the invoice will be emailed again.

You can check whether an invoice has been sent by clicking the Email (envelope) icon in the top-right of an invoice. This will open a pop-up that lets you manually email the invoice and includes a send history at the bottom:

Invoice_SendHistory.png
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.