ClinicSource User Guide

Email Invoice

Note: Before you proceed, please be sure that your user function settings in your user profile allows you to email documents.

Single or multiple invoices can be emailed.

Follow these instructions to email invoice(s):

1.In theBilling screen, on the invoice tab select the invoice(s) you want to email by placing a check mark in the box located one column to the left of the invoice(s).

2.On the tool-bar, click the Fax or Email Documents button . A new window will appear.

3.Complete the following fields: To, Subject, Message, Attachment Password and Password Hint

4.Click the Send button  to send the email.

Created with the Personal Edition of HelpNDoc: Easily create EPub books