What actions can I take with an invoice?

Here are some actions you can take with an invoice in Luminello. 

1. Click on the drop-down menu next to the invoice you want to action and select the appropriate option. 

  • Edit: This option will take you to the ''Invoice Preview'' screen where you can edit the invoice. After applying your changes, click on ''Update'' or ''Update+Send'' to immediately send a new version of the invoice to the patient/client. 
  • Send to portal: This option will send the invoice to the patient portal, provided that a portal has already been created. 
  • Send to portal & notify: This option will send the invoice to the patient portal and notify the patient/client via email. 
  • Send reminder: This option will send a reminder to the patient/client via email. 
  • Apply new payment: This option will allow you to create a new payment transaction that will be immediately applied to the invoice. 
  • Apply existing payment: This option will allow you to apply an existing payment transaction on a patient's/client's transaction list to the invoice. 
  • Export as PDF: This option will download a PDF copy of the invoice. 
  • Delete: This option will delete the invoice. If the invoice has already been sent to the patient's/client's portal, it will be deleted from there as well. 

If you have any questions, please contact us

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