This guide will show you how to send invoices to an additional third party outside of Therapy iQ.

Navigate to the profile of the client of which you want to share an invoice for.

Select the Billing Overview drop down.

Depicted will be invoices for the client’s previous and upcoming appointments. Select any of the arrows to share a specific invoice for any date listed.

Once selected, a pop-up appears, allowing you to input the email you wish to share the invoice with. It can be sent to the Client, the Client’s Contact, or by selecting Other. You can send the invoice to another person outside of TiQ. Select who you wish to send the invoice to and select Send Invoice.

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