You can Print or Email a Client Invoice after the Invoice has been created. 

• Create an Invoice 
• Ensure your company logo has been added to the system. It will print on the Invoice. Learn More: Upload or remove logo

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View, Print, or Email

1. Locate Client and open Client Profile.
2. Click Ledger in the side menu and click the appropriate tab to locate the Invoice.
3. Click Select an Action for the appropriate Invoice.
4. Select Print or Email to Client.
5. If you Print: Invoice will open on a new screen to download or print as a PDF.
6. OR if you Email to Client: Confirm that you want the Invoice sent. The email will be sent through the system to the Client.
   

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Sample Invoice Email

1. Email Subject: Invoice from {Your Organization Name}
2. From: Therapist Name
3. Invoice will be attached.
   

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