Manage Client's Billing Notifications

By default, notifications are turned off for each client. If a client requests to receive billing notifications via email, modify their preferences from the client record to include either a PDF version of their invoice attached to the email or a notification prompting them to check their client portal for the current invoice.

1. Getting started

Locate the 'Billing Information' widget on a client record. 

2. Select Billing Email Preference

The preference is automatically set to not send emails to the client.

3. Choose Preference from Dropdown

Billing Notification Preferences

• Don't send emails - Notifications will not be sent to client via email
• Send email with invoice attached (PDF) - This will send all paid invoices directly to the clients email address as a PDF after each invoice is paid. This will include the total amount due, not just the portion that the client is responsible for if they are covered by insurance.
• Send email notification with portal link - This will require the client to log in to their client portal to view paid invoices