Invoices
Answered

I am newer to SP and still figuring some things out.  I have clients who are getting invoices with their balances.  I do not want these authomatically going out.  I found that I had not restricted access to their billing documents, but have corrected that.

Some conintue to get invoices.  I have deleted corresponding appointments that were in place when I had not yet restricted access to the billing documents and then re-entered them after restricting billing document access, but that didn't seem to resolve the issue.  How do I stop the invoices from going out?  Thanks,

Patty 

 

2 comments

  • Comment actions Permalink
    Avatar
    Tina

    Hi Patty, 

    I'll be happy to help you with this. There is an additional account setting that you'll want to review to ensure that your clients no longer receive invoices. I've listed the steps below:

    1. Client Overview page, click on Edit Details 

    2. Select Billing and Insurance > navigate to Email Billing Notifications 

    3. Choose None from the dropdown menu 

    4. Click Save Client 

    I also recommend reviewing your Billing Documents for New Clients section to make sure this feature is turned off. You can review this by going to:

    1. My Account > Settings > Billing and Services 

    2. Scroll down to Billing Documents for New Clients 

    3. Set Email billing notifications to None 

    4. Click Save

    Hi Patty, 

    I'll be happy to help you with this. There is an additional account setting that you'll want to review to ensure that your clients no longer receive invoices. I've listed the steps below:

    1. Client Overview page, click on Edit Details 

    2. Select Billing and Insurance > navigate to Email Billing Notifications 

    3. Choose None from the dropdown menu 

    4. Click Save Client 

    I also recommend reviewing your Billing Documents for New Clients section to make sure this feature is turned off. You can review this by going to:

    1. My Account > Settings > Billing and Services 

    2. Scroll down to Billing Documents for New Clients 

    3. Set Email billing notifications to None 

    4. Click Save

  • 0
    Comment actions Permalink
    Avatar
    Amelia West

    As a follow up question... is there a way to do this for responsible billing party for minors?  Is there a way to do this across the board without having to go into each individual client's chart?

    As a follow up question... is there a way to do this for responsible billing party for minors?  Is there a way to do this across the board without having to go into each individual client's chart?