How do I email an invoice?
You can email invoices created in WriteUpp directly to clients, third parties and Next of Kins from within WriteUpp.
Finish creating a new invoice or open an existing one (you can find all existing invoices for a client in the 'Account' tab of the Patient Summary)
Click on the Email icon at the bottom right of the invoice screen:
This will open the 'Email Invoice' page, where the invoice will already be added as an attachment. Specify the recipients (To, Cc and Bcc):
When you click on the To, Cc and Bcc fields, you will be shown an Address Book (which you can also access via the icon to the right of the field). This will show you any individuals (with email addresses) that are associated with the client, including:
Next of Kin
Third-Parties (Insurance, School etc)
Your Colleagues
If you need to add another recipient not listed here, you can manually enter their details into the field at the bottom of the address book.
Tick the people that you want to receive the email, add a subject and type your message.
Click Send when you’re good to go!
A record of the email will then automatically be added to the patient profile under the 'Messages' tab.
Please be aware that replies to emails sent this way will not be added to WriteUpp.
To email a saved invoice:
Finish creating a new invoice or open an existing one (you can find all existing invoices for a client in the 'Account' tab of the Patient Summary)
Click on the Email icon at the bottom right of the invoice screen:
This will open the 'Email Invoice' page, where the invoice will already be added as an attachment. Specify the recipients (To, Cc and Bcc):
When you click on the To, Cc and Bcc fields, you will be shown an Address Book (which you can also access via the icon to the right of the field). This will show you any individuals (with email addresses) that are associated with the client, including:
Next of Kin
Third-Parties (Insurance, School etc)
Your Colleagues
If you need to add another recipient not listed here, you can manually enter their details into the field at the bottom of the address book.
Tick the people that you want to receive the email, add a subject and type your message.
Click Send when you’re good to go!
A record of the email will then automatically be added to the patient profile under the 'Messages' tab.
Please be aware that replies to emails sent this way will not be added to WriteUpp.
Updated on: 15/07/2024
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