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.
Email an invoice to a patient
Create or find the invoice you want to email. There will be a button at the top of the page that says Send...:
Click the button next to Patient to select the patient'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:
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 Send...:
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.
What if I don't see an email when I hit the "Send..." button?
If the patient's email 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.
If the patient doesn't have an email address, you can add one for them right from the screen that appears when you hit the Send... button:
If you don't see the Send... button at all, 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.