You can download an individual invoice as a PDF to save it to your device, email it manually, or keep it for your records.
Follow these steps:
1. Access the invoice via the accounts tab on the client’s profile or the main menu
2. Select and open the relevant invoice from the list
3. Before you can download the PDF, review the details and make any necessary changes and finalise
4. Click on 'Save' and select 'Finalise' to save the invoice and keep it open for further edits
5. Click the PDF button at the bottom of the invoice
6. Your browser will generate the PDF
7. Download it and save the file to your device
You can then attach the PDF to any external messaging app, upload it to a medical aid portal.