How to Email Patient Invoices from Billing Activitiy page

You can easily email an invoice to your Patients to provide a detailed record of services and associated costs for their reference and records.

How to Email an Invoice

  1. Click on the Invoice (example INV-3) from the Billing Activities page, the Clinic Patient Profile page, or from the Appointment.
  2. Click on the three dots (upper right corner).
  3. Click Email.

Important Note: You can attach upcoming appointments to their emailed invoice by toggling on 'Show Upcoming Appointments.'

Steps to Create an Invoice in Multiple Ways

Steps to Add User, Late, and Cancellation Fees to Invoices

How to Add a Tip to an Invoice Payment

How to Add Services to an Invoice in Noterro

Adding a Practitioner to an Invoice

Adding a Treatment Date to an Invoice

Steps to Delete an Invoice in Noterro

How to Quickly Access and Download Invoices from Billing

Steps to Print an Invoice using Noterro

Locating the Sent Date of Invoices in Noterro

You can easily email an invoice to your Patients to provide a detailed record of services and associated costs for their reference and records.

How to Email an Invoice

  1. Click on the Invoice (example INV-3) from the Billing Activities page, the Clinic Patient Profile page, or from the Appointment.
  2. Click on the three dots (upper right corner).
  3. Click Email.

Important Note: You can attach upcoming appointments to their emailed invoice by toggling on 'Show Upcoming Appointments.'

You can easily email an invoice to your Patients to provide a detailed record of services and associated costs for their reference and records.

How to Email an Invoice

  1. Click on the Invoice (example INV-3) from the Billing Activities page, the Clinic Patient Profile page, or from the Appointment.
  2. Click on the three dots (upper right corner).
  3. Click Email.

Important Note: You can attach upcoming appointments to their emailed invoice by toggling on 'Show Upcoming Appointments.'

Steps to Create an Invoice in Multiple Ways

Steps to Add User, Late, and Cancellation Fees to Invoices

How to Add a Tip to an Invoice Payment

How to Add Services to an Invoice in Noterro

Adding a Practitioner to an Invoice

Adding a Treatment Date to an Invoice

Steps to Delete an Invoice in Noterro

How to Quickly Access and Download Invoices from Billing

Steps to Print an Invoice using Noterro

Locating the Sent Date of Invoices in Noterro

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice