In cases where a client has already paid an invoice but a new outstanding balance arises after an insurance payment is recorded in the client’s ledger, providers have the ability to reopen and send those invoices.

Opened invoices can be sent directly to the client’s portal or via email, allowing clients to complete payment for the outstanding balance.

This guide will walk you through the steps on how to open and send the invoice to the client.

Access the client's ledger through Reporting iQ or directly from the client's profile.

Under the Ledger tab, locate the transaction line that reflects a new outstanding balance after a payment has been made

Select "Invoice Client" from the three-dot menu on the right side of the line item

A new "Create Invoice?" Pop up will appear showing the balance due and the options to proceed

 By default, the "Send to Client Portal" checkbox will be enabled. Providers also have the option to select the "Email Invoice to Client" box to send the invoice to the client via email.

Click Proceed to confirm how the reopened invoice will be sent. A confirmation message will appear indicating it was successfully sent. Click Cancel to close the invoice pop-up.

Once the invoice is sent, it will automatically update in the Client Portal, enabling the client to complete their payment.

When the reopened invoice is sent via email, clients will receive it at their email address on file, allowing them to pay directly using the "Pay Invoice" button. The invoice will update to reflect any payments made, the remaining balance, and a new updated date for the reopened invoice.

When clients click the "Pay Invoice" button in the invoice email, a "Confirm Payment" pop-up will appear, allowing them to enter their payment method details and confirm the payment by selecting "Submit."

After a payment is made via the Client’s Portal or the invoice email, the transaction entry will be automatically updated in the client’s ledger to reflect the correct balance.