Billing Automation: Automatically Share Bills and Superbills
Billing automation includes the ability to automatically share bills and superbills. When enabled, a bill or superbill will be shared with the client or an assigned billing contact if one exists. Bills and superbills are shared via email after a pre-defined time after the bill or superbill is created.
Client-level settings
Automatically sharing of bills and superbills can be turned on or off within a client's Billing > Settings tab. You will also designate when bills or superbills will be shared after they are created to give you time to make changes.
Note: You will want to set the time between creating and sharing a bill to at least 60 minutes if you have both Automatically create bills set to Daily and Autopay enabled. This will allow for enough time for the autopay process to run and the bill to be marked as paid before the bill is shared. In that case, a PAID watermark will appear on the bill.
Account Settings
To set a default for any new clients added to your account, go to the Billing Settings > Billing tab and click Edit within the Billing Automation section. Any clients already in your account before superbill sharing automation is enabled, will need to have their individual billing settings set to automatically share superbills, as this setting will only apply to new clients.
Note: In order to automatically share billing documents, the client or billing contact must have a valid email address added and email permissions enabled within the Contact Preferences section of their Details tab. Once shared, the billing document PDF will be shared via email and will also be available in the client portal under their Documents & Forms tab. You may choose to exclude the billing document PDFs in the email and only share them through the client portal. You may adjust this from your Billing Settings > Billing tab in the Bill Settings section.