An emailed invoice should read differently when it's owing, paid, credited or written off. Get the wording for each right before the first invoice goes out.
Four emails, chosen for you
When you email an invoice or credit note from the invoice, ClinyPal picks the wording that matches its state, so a receipt doesn't read like a reminder to pay. The four live under Settings, then Invoice Settings, as the sections Paid invoice email, Outstanding invoice email, Credit note email and Write-off email. Each has an Email subject and Email content with placeholders for the patient's name, the invoice number and amounts and your business details; see Placeholders.
| Used when | |
|---|---|
| Paid invoice | Emailing an invoice that's paid in full. Reads as a receipt. |
| Outstanding invoice | Emailing an invoice with a balance owing. Reads as a request to pay. A payment link email has its own fixed wording. |
| Credit note | Emailing the credit note after a refund. |
| Write-off | Emailing an invoice whose balance has been written off. |
These are the emails staff send from an invoice. The automatic receipt after an online payment is a separate choice on each payment provider under Apps Integration, and appointment confirmations have their own templates under Settings.