Email an Invoice

Emailing invoices and superbills to your clients is made easy in therapyzen.  From the client ledger, find the invoice or superbill you would like to email and click the Email PDF button.  Your client will recieve an email with the invoice attached as a PDF file.

The Client Ledger

1. Email an open or paid invoice.

Locate the open or paid invoice you would like to email and click the Print 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 superbill you would like to email and click the SprBill button to view the statement for insurance reimbursement.  From the print preview, locate and click the Email PDF button to send the invoice.

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