Creating an Invoice

Form the main billing screen, you also can create an invoice to go directly to the Client. Click on the ... menu and select "View Invoice PDF," this will generate an invoice that you can give to the Client or mail to the Client.

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Invoices contain both Client medical information as well as Client identifying information, so it is not best practice to email a Client an invoice unless you are positive that both parties' email providers are HIPAA compliant.

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