No, when you mark insurance payment and click the “Generate invoice” button, nothing is sent out to the client. Here’s how it works:
- Invoice Creation in Draft Mode: Clicking “Generate invoice” will create an invoice in your billing section in draft mode. This means nothing has been sent out yet.
- Sending the Claim to Insurance:
- Go to the billing section.
- Select the invoice.
- Click “Mail to insurance claim” to send the claim to the insurance company.
- The status will change to “Sent” until payment is received from the insurance.
- Marking the Appointment as Paid:
- After receiving payment from the insurance company, navigate to the billing section.
- Locate the appropriate appointment.
- Select “Mark as paid” from the menu options.
- This action sends a receipt to the client and updates the status in billing to “Paid.”
- If the Insurance Company Does Not Pay:
- You can request payment from the client.
- In the billing section, click “Request Payment.”
- This will send an email to the client with a payment link and invoice.
By following these steps, you ensure that invoices are properly managed, and clients are only contacted when necessary.