How can I allow patients/clients to create their own statements and invoices practice-wide?

Here's how you can allow patients/clients to create their own statements and invoices. 

1. From your main dashboard, click on "Practice." 

2. Go to the "Settings" section. 

3. Under ''Billing statement/ invoice creation,'' check the ''Allow patients/clients to create their statements/invoices, with any balance'' box. Your changes will be saved automatically. 

Note: You must ensure the "Invoices" portal permission is enabled for your patients/clients.

If you have any questions, please contact us. 

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