Print or Email an Invoice

Owned by akapteyn (Unlicensed)
Last updated: Mar 25, 2016 by Chris vanderHeide
2 min read

You can create, view, print, email and export Invoices in the Billing Module.

You can view or print invoices for a single payer or for all payers listed in the Result portion of the Find Area.

Pre-Requisite to Email Reports: You must have the Email capabilities setup in HomeTrak Companion.   See the Setting Up Ability to use Email within the Companion Software related Help Topic.

Open the Billing Module.

Click on the Invoices and Export tool.

The export tools displayed at the top of the Billing Module screen are a reflection of what External Billing Packages have been selected in the Agency Office Module, under the Settings tool, Billing Settings. (Additional setup may also be required in order to utilize a selected External Billing Package ) 

If applicable, select the appropriate scenario and find area options to view the invoices you want to print, email or export so they are loaded on the grid. 

Make sure the invoices you want are selected in the grid.

Printing Client Invoices

Click on the Print Standard Invoices tool.

A screen will open where you can change options for the Invoice. The Options screen allows you to choose the information that will show in the header of the Invoice.  NOTE: Not all Report Header options are applicable to all reports.

In the Detail panel portion of the screen, select the information/detail you want to include in the invoice. If an item is selected (the checkbox has a check mark), it will be included in the report.

After making your selections from the available options and panels, click 'Save' to generate the invoice report, or 'Cancel' to cancel it.

The invoice report will be displayed; choose the print icon to send the report to your printer.

Emailing Client Invoices

After generating the report, you can send each client a copy of their own individual invoice via email by using the "Email Individually via General Email" tool under the Email menu on the report toolbar. This will split up the report and send each payer only their own information.