Share invoices with patients

Send an invoice by email or SMS after checkout, or from the card at any later time.

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There are three ways to get an invoice to a patient.

After checkout: on the completed screen, click the email or SMS icon, check the contact details and send.
From the card: on the Financials tab, open the invoice and share it from there.
Through the portal: patients can see and download their own invoices when you have the Client Portal switched on.

Messages use your standard invoice template, which you can edit in your templates.

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