This week we have changed the look and feel of our save invoice screen. The update has simplified our payment chasing module down to a 'Yes' or 'No' option. To send the invoice to a patient, click 'Send invoice but do not remind' in the 'Pay later' section.
f you would like your patient to receive an SMS with their invoice, select 'Yes' in the 'Send invoice and remind until paid' section. If you do not wish for the patient to receive an SMS at the time the invoice is raised, select 'No.'
If you would like your patient to receive payment chasers via SMS and email, select 'Yes' in the remind until paid section.
Note: if the mail envelope is ticked it means the patient will receive an email notification with the invoice. You can click the envelope to turn this off. You will find this icon at the top right of the 'Pay invoice now' box.