Some patients may prefer hard copies of invoices, and others might want an email! Cliniko makes it easy to email an invoice directly to any patient, as long as they have an email address on file.

Create or find the invoice you want to email. There will be a button at the top of the page that says Email patient:

You can also email the invoice directly from the main list of invoices, by finding the one you're after, clicking Actions, and then selecting Email patient:

That's all you need to do! The patient will receive an email with the invoice as an attached PDF. You'll also be able to see a record of this email in the patient's communications log.

If that button isn't showing up, there could be two things at play: either the patient doesn't have an email address on file, or your account has a restriction in place that prevents emailing financial information directly from Cliniko.

To confirm which it may be, check to see if the patient has an email address listed in their contact information:

If they don't, you can edit their details, add one in, and save. At that point, you should be able to see the Email patient button—if you don't, it may mean that your account has that restriction in place, and it would be best to check with the owner of your account to confirm.

If you needed to send more than one invoice, you can create an email an account statement. You can also email an invoice to a third party! 🙌