Generating Invoice and Statement PDFs from the Invoice Page
- Go to the Practice tab and select Invoices.
- Select the patient.
- Click on View then View Invoice PDF.
- The PDF will be generated and downloaded.
- You can also generate a statement from this screen.
- Click on View then View Statement PDF.
- A window will pop up so you can select whose statement to generate, whether it be a billing source or a patient and the desired date range of the statement.
- Click Submit to generate and download the PDF.
Proprietary & Confidential