When creating an invoice, why is the "Create+Send" button grayed out?

When creating an invoice on a patient's/ client's chart, you may notice the ''Create+Send'' button grayed out. When this happens, it could be due to one of the reasons below: 

1. The patient or client does not have an active portal account:

A patient/ client must have an active portal to be able to send an invoice. If you have already sent an invitation, advise the patient/ client to complete the process. If the patient/ client has not been invited, you can send an invitation to create a portal account on the ''Profile'' section situated under the "Optional Info" header. Please click here to learn more about inviting a patient/ client to create a portal account. 

2. The ''Invoices'' permission is not turned on for the patient/ client in the "profile" section:

The ''Invoices'' permission must be turned on for the patient/ client under ''Portal Permissions''  in the ''Profile" section of their chart. To enable this, click the corresponding checkbox.

• Then click "Save" at the bottom of the page to update the portal permission.

If you have any questions, please contact us.