Sending your invoice and automatic payment reminders
Use AppointmentGuru's payment reminder notifications to remind your clients to pay their invoices.
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.
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