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.