Set up invoice status emails

Four separate templates

Alongside your general invoice settings, you can write a dedicated email for each situation an invoice might be in: paid, outstanding, credit note, and write-off. Each has its own subject and content, so the tone matches what's actually happened.

Write each one

Template	When it's used
Paid invoice	Emailing a patient a copy of an invoice that's been paid in full.
Outstanding invoice	Emailing a patient an invoice that still has a balance owing.
Credit note	Emailing a patient a credit that's been applied to their account.
Write-off	Emailing a patient about an invoice whose balance has been written off.

Writing the subject and content for the outstanding invoice email.

Use the available placeholders to pull in the patient's and invoice's real details, and preview each one before saving.

Getting the tone right

A paid invoice email is a simple confirmation. An outstanding invoice email is a nudge to pay, without being heavy-handed. Keep write-off communications factual rather than apologetic, unless your clinic's policy says otherwise.

Was this article helpful?

Your feedback helps us improve our documentation.

Rate this article: