Email an Invoice

Emailing invoices and superbills to your clients is made easy in Therapyzen.

The Client Ledger

1. Email an open or paid invoice

Locate the open or paid invoice you would like to email and click the View/Print/Email button to view the invoice.  From the print preview, locate and click the Email PDF button to send the invoice.

2. Email a superbill

Locate the invoice for the superbill you would like to email and click the View Superbill button to view the statement for insurance reimbursement.  From the print preview, locate and click the Email PDF button to send the superbill.

Tracking Emailed Invoices

Emailed invoices are documented in your system audit report.  To view all invoices that have been succesfully emailed, navigate to Settings > Audit Trail