Sending invoices is an essential task for any healthcare practice, which is why Halaxy offers automatic or manual sending through email or SMS. Let Halaxy do the work for you and you’ll never miss sending an invoice.
For control and flexibility, send your invoices out when needed. This feature is available for both email and SMS.
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Open the invoice.
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In the top right, click the
paper plane icon.
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In the Send Invoice pop-up, click the Email or SMS tab for how you want to send the invoice. (For emails, the invoice is automatically attached as a PDF. For SMS, the recipient receives a link to an online invoice summary.)
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Configure the rest of the form to your requirements.
Examples of sending an invoice by email or SMS (click to expand images)
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Click Send.
Note
For emails, the message content automatically uses the the default invoice email template (from Settings > Reminders). You can replace this content by using the editor, or selecting another template in the Communication Template dropdown (which you can create in communication templates).
