Open an invoice to see it as your client will, then print it, save it as a PDF or email it.
Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.
Steps
1. In the left sidebar, click Billings. Then click the invoice number, or click the three-dot icon and choose View Details.
The invoice opens with a path such as Billing > Anna Test above the invoice number. It shows your practice name and email, the Client, Bill to and Provider, the receipt number and Issue date, and each service with its date, time, practitioner, duration, price, tax and total.
2. Use the icons at the top right.
Hover over each icon to see its name:
Print PDF opens the invoice ready to print.
Download PDF saves the invoice to your computer as a PDF.
Email invoice emails the invoice.
Click X to close the invoice and go back to the list.
To start another invoice, click Create new invoice at the bottom right.
