📝 Please note: Invoices and estimates sent from within Dentally will be sent as PDFs.
How do I email an invoice to a patient?
Open the relevant invoice in the patient's 'Account' tab.
In the top right corner, click the envelope ✉️ icon.
A new draft email will open, with the invoice attached.
Draft the email/select a template as needed.
When you are ready, click 'Send'. The patient will receive the email, with the invoice attached.
How do I email an estimate to a patient?
Go to the patient's chart.
Select 'Create New Estimate'.
Save the estimate.
It will automatically take you to a page to print the estimate - close this window.
As you return to the chart tab, a box will now appear to email the estimate.
You will see that the estimate is attached
Select an appropriate email template, or type in to the subject line and email body.
Click 'Send'.
You will now see the email, with the estimate as an attachment, in the patient's correspondence tab.