This article will talk you through how to PDF an invoice for your patients within Aesthetic Nurse Software.
You may wish to PDF the invoice if you want to email a copy of the completed invoice to your patients for their own records or to store on your own computer seperate from the software.
To learn how to PDF a treatment invoice, follow our simple steps.
Step 1 :
First you will need to head into the appointment for the invoice you would like to PDF by clicking on the appointment in the diary and then selecting to view the patient record.
Step 2 :
Then when in the patient record, you will need to click on the appointment you wish to access the invoice for.
Step 3 :
Once in the appointment, head to the invoice hexagon.
Step 4 :
In this section you will find your completed invoice. To save this as a PDF for your patient, you will need to select the PDF icon at the to of the invoice.
Step 5 :
This will then open the PDF of the invoice in a new tab and you can download the PDF by clicking the download button. From there you will be able to save this onto your device.
If you would like to email this over to your patients, once you have saved the PDF you will need to head to your email seperatley and email this to your patients.
For more information on our invoice section, visit our additional guides.
Additionally, to help you fully utilise and understand your Aesthetic Nurse Software, we do offer 1-1 support zoom calls which can be booked here : Book a zoom call