Articles on: Invoicing & Payment

How do I email an invoice?

When you either create a new invoice or view an existing invoice, you have the option to email it directly from within WriteUpp.

Click on the email icon at the bottom right of the screen:

This will open a page that will allow you to specify the recipients (To, Cc and Bcc). The invoice will already be added as an attachment:

When you click on either of 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.

All you need to do is 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: 02/02/2023

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