How do I print an invoice?
If a patient requires a copy of their invoice:
Go to the 'Account' tab in the patient record.
Identify the invoice you with to print from the list, and click the blue number to open the invoice.
The invoice will open in a new window. In the top right corner:
Click the download button (the icon with the arrow on the far right), to download the invoice as a PDF to your computer.
Click the printer icon to send the invoice straight to your printer and print it immediately (from here, you'll need to follow the normal steps for printing from your device, these will vary).
This is also where you can email the invoice if needed.
If the invoice has already been partially or fully paid, details of the payments will also be included on the invoice.
If the patient wishes to see a full list of historic invoices and payments, you can generate and print a statement of account instead.
💡 Top tip: If the invoice has been paid in full, it can be treated as a receipt for the patient, if they need one.