Sending your invoice and automatic payment reminders
Cashflow in any business is important and chasing outstanding payments can be time-consuming. Use AppointmentGuru's payment reminder notifications to send payment reminders to clients.
Sending an invoice:
- After you've created your invoice and while it's still being edited, you'll see the send icon at the top right (a right-pointing arrow). Click on it to open the dialog box to send the invoice.
- The invoice can be sent by email, SMS, WhatsApp. Click on the search icon in the email field to find a list of email addresses for medical aids.
Resending an invoice:
- To resend an invoice that hasn't been paid, navigate to that invoice in the Sent column on the Invoices page.
- Click on the three dots and select Send.
Published: February 1, 2022
Last updated more than a month ago
Last updated more than a month ago
Tags: INVOICES