Email an invoice to a third party

Email an invoice to someone other than the patient.

Emily avatar
Written by Emily
Updated over a week ago

There may be occasions when you need to email a patient's invoice to another party, such as an insurance company (or, in the case of minors, the patient's parent). You'll be able to set this up by simply adding an additional email address into the patient's details page!

Set up a third-party billing email address

The first step will be to add an email address for this additional third party. Find the patient you wish to set this up for, and edit their details

Under Billing information, you'll find a field called Email invoice to. Enter the email address of the third party into this field:

Click Save, and that's the first part! To actually email the invoice to the other party, follow the steps below.

Email the invoice to a third party

Create the invoice for the patient. Click the Send... button:

Then, click the button next to Other to select the third-party's email before hitting Send email:

If you click on Show message, you'll be able to see and edit the contents of the email before sending it off:

Alternatively, you can also email it right from the main list of invoices:

That's all you need to do to email your patient's invoice to another party! You'll also be able to see a record of this email in the patient's communications log.

What if I don't see the third-party's email when I click Send...?

If that option isn't showing up, and you're confident that the patient has a third-party email address listed in their details, your account may have a restriction in place that prevents emailing financial information directly from Cliniko.

To confirm this, it would be best to check with the owner of your account, as they'll be able to double-check whether that restriction is turned on.

You can also email an invoice directly to a patient, and if you need to send a summary of invoices in one go, an account statement should do the trick! 🤩

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