How can my patients/clients export an invoice to a PDF?

Provided an invoice has been sent to the portal and your account settings allow it, a patient/client can export an invoice to a PDF file, which can then be printed and/or submitted to insurance companies for reimbursement.

Check out this article to learn how to set up your account to allow patients/clients to create their invoices.

1. From their portal side, patients/clients will click on ''Billing.''

2. The patient/client will click on the ''Invoices'' tab to display the invoices that the clinician has sent to the portal. 

Note: If the ''Invoices'' tab is not showing up for the patient/client, the ''Invoices'' permission in the chart's ''Profile'' section is turned off. Check out this article to learn how to edit the permissions for the portal. 

3. Depending on your settings in the ''BIlling statement/invoice creation'' section and the balance due for the invoice, the patient/client can click on ''Export'' to generate a PDF of the invoice. 

If you have any questions, please contact us.