Permissions Required: You must have Billing Permissions.
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
Note: New invoice creation is only available with a WebABA subscription.
View, Print, or Email
- Locate Client and open Client Profile.
- Click Ledger in the side menu and click the appropriate tab to locate the Invoice.
- Click Select an Action for the appropriate Invoice.
- Select Print or Email to Client.
- If you Print: Invoice will open on a new screen to download or print as a PDF.
- 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
- Email Subject: Invoice from {Your Organization Name}
- From: Therapist Name <do-not-reply@WebABA.com>
- Invoice will be attached.
Related Article: Batch Print Invoices