How can I create and send an invoice to a patient?

In TMH Suite, generating invoices is a streamlined, semi-automated process designed to reduce administrative burden and save time.

To issue an invoice, please follow the steps outlined below:

Go to the ‘Invoicing and Collections’ section.
Select the payment for which you wish to generate the invoice.
If the patient’s financial information has not yet been provided, complete the required fields (e.g. name, address, etc.).

Important:
An email address must be entered for the patient in this form if you wish the invoice to be sent automatically.

Once the required details are completed, you may proceed by selecting one of the following options:

‘Generate and send’: the invoice will be issued and automatically sent to the patient via email.
‘Generate’: if you prefer not to send the invoice by email, omit the patient’s email address and select this option.

It allows you to maintain up-to-date invoicing with minimal effort!

⚠️ Please note that the invoice will automatically include the billing information recorded under ‘Manage account’ > ‘Basic details’, as well as the logo uploaded under ‘Manage account’ > ‘My brand’.

That’s everything! if you have any questions, remember that we are here to help you. Thank you for being part of the TMH Suite family!