Volition Open the invoice, then click the Share button in the header. It offers Send Email, Print, and Download PDF.
Click Send Email. The Send Invoice by Email modal opens with the Recipient Email pre-filled from the patient’s record and a default Subject of “Invoice” plus the invoice number.
Check the details and click Send. The email includes the invoice PDF and an online payment link, and a draft invoice automatically moves to Sent.
Every send is logged in the invoice’s Email History panel, so you can see when and where the invoice was sent.
From the All Invoices list you can select multiple invoices and use the bulk Email, Send Reminder, or Mark as Sent actions. To record that an invoice was given to the patient without emailing it, use Mark as Sent on the invoice instead.