Client Invoice - View, Print or Email

You can Print or Email a Client Invoice. Ensure you have the following completed before doing so:

• Ensure the Invoice has already been created.
• Ensure your Company Logo has been added to the system. It will print on the Invoice

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 WebABA to the Client.
   

Sample Invoice Email

1. Email Subject: Invoice from {Your Organization Name}
2. From: Therapist Name <do-not-reply@WebABA.com>
3. Invoice will be attached.
   
    

Related Article: Batch Print Invoices