Cashflow in any business is important and chasing outstanding payments can be time-consuming. Use AppointmentGuru's payment reminder notifications to send payment reminders to clients.
Sending an invoice:
- Right after you've created your invoice, you'll see a right-pointing arrow on the top-right. Click on it to open the dialog box to send the invoice.
- You can send the invoice by email, SMS, WhatsApp and add your own or someone else's email address in the email field. And if you click on the search icon in the email field, you can find an email address for the relevant medical aid.
Resending an invoice:
- To resend an invoice that hasn't been paid, navigate to that invoice in the Sent column on the Invoices page.
- Click on the three dots and select Send.