From Practice Manager, admins can enable the option to automatically send billing statements to clients. Once this feature is turned on, it can be configured individually within each client’s profile.

When enabled, billing statements will be automatically sent on the 15th of each month.

This guide will walk you through how to set this up.

IMPORTANT:

• Statements will not be sent automatically to clients with a $0.00 balance.
• Clients in Intake and Inactive status are eligible to receive billing statements automatically.

Navigate to Practice Manager

‍Navigate to the Billing & Payment tab and locate the "Enable Auto Send Billing Statement" setting.

Select "Yes"

Scroll down and click Submit to save your changes

When this feature is enabled, all client profiles will display the "Auto-Send Billing Statement" toggle in their profile under the Financial & Insurance Info tab.

NOTE: The toggle defaults to OFF for each client. This means that once the feature is enabled at the practice level, users can choose which individual clients will receive automated billing statements.

When this feature is enabled from the client's profile:

• Billing statements are automatically sent to the client's email on the 15th of each month.
• Each statement includes charges from the previous month only.
  • Example: A statement sent on 11/15 will include charges from 10/01–10/31.

NOTE: Make sure to scroll down and select Save Changes to properly save and enable this feature.

IMPORTANT: The billing statement will be sent only if the following requirements are met:

• Auto Billing is enabled for the client.
• The client has a valid email address on file.
• The client’s Auto-Send Billing Statement toggle is set to ON.
• The client's current balance is higher than $0.00

When this feature is turned off in Practice Manager, all client toggles will be turned off and hidden from their profiles, and no billing statements will be sent.

Click here for more information on how to manually generate a billing statement