To generate an invoice and statement PDF:
- Navigate to the Practice module and select Invoices under the “Billing” section
- Select a patient’s invoice
- Click View and then View Invoice PDF
- The PDF will be generated and downloaded.
- Statements can also be generated from this screen.
- Click View and then View Statement PDF.
- A window will pop-up to select whose statement to generate, whether it be a billing source or a patient, and the desired date range of the statement.
- Click View and then View Statement PDF.
- Click Submit to generate and download the PDF
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