This article covers how to send one invoice via email at a time and view the status. You might also be interested in the feature to automatically bulk email invoices.
You can easily email invoices via ShiftCare to the client or their (billing) contact. In order to email an invoice, head over to an existing invoice and then click the email button found below the invoice details:
This will generate an Invoice Event that the invoice has been emailed to the client or the billing contact.
Invoice To
Invoice To depends on the email address on record for the client or the appointed Billing Contact on the client's profile.
šš½ Invoice can only be emailed to contact in the Invoice To details.
If you wish to change who receives the invoice email, first change email of client or contact and then Edit the invoice to update To field.
Invoice Reply To
Invoice Reply To email is always the logged-in user's email.
Verify If the Invoice Has Been Sent via Email to the Billing Contact
In the Invoice History
If you are emailing invoices to clients via ShiftCare, then you can check the invoice history within each invoice. Scroll down to see invoice events:
On the Client Communications Page
All communications (SMS and emails) to Clients are logged, including invoices sent to them.
To view the list of messages or communications, click on Clients > List in the left menu, then select the Client you're interested in.
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Clicking on their name will show you their details, and in the left-hand menu, you'll see a sub-menu labeled "Communication".
If an invoice has been sent to that client's billing contact, you will see a red circle with a $ symbol. You will see the date sent plus the invoice number.
To cross-reference invoice numbers, we recommend having another tab open with the invoices listed.
On the Invoice List Page
When you go to Invoice > List, you can see the Emailed column. The mail icon in this column indicates the invoice was sent via email, while no icon means that it hasnāt been sent.
Sending Invoice to Multiple Email Addresses
You can send the invoice to multiple email addresses by entering two or more email addresses in the client's email address field or to the additional contact's email address information (which can be billing or primary).
Please make sure the two (or more) email addresses are separated with a comma, and there is no space.
For example: username@firstcontact.com,username@secondcontact.com
Multiple email addresses for the recipient are only recommended if you're not using Family Portal for the additional contact. The Family Portal can only send the invitation if the additional contact has only one email address.