Submit an invoice to medical aids

Easily email an invoice to the medical aid on behalf of a client

You can send an invoice to medical aids using our "send to medical aid" functionality:


  • Click on the three dots on an invoice -> send to medical aid
  • Choose a medical aid from the dropdown
  • Choose if you would like to send it from your email address, or on behalf of the client (this determines who will get the auto-responses from the medical aid)
  • Optionally cc yourself
  • Click send

Send invoices to medical aid

How it works

This will send a copy of the invoice as a PDF to the selected medical aid. Depending on your selection, it will either send the invoice from your email address, or from your client's email address.

Note: Password protected invoices are not encrypted when sending to the medical aids.