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Email an Invoice (Fusion)


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  • Updated

  Permissions: You need the Billing permission to email an invoice.

After you Create an Invoice, you can email that invoice through Fusion. The email recipient will see a summary of the invoice and have a link to view the full invoice online. If your clinic has Enrolled in Fusion's Payment Processing and enabled payments on emailed invoices, the email will contain a Click-To-Pay link, which allows the recipient to pay the invoice online. 

NOTE: Emailed links to invoices automatically expire after seven days. Admins can change the Allow Payment on Emailed Invoices option under Invoice Settings in Clinic Options. 

 

Jump to Section: [Email an Invoice] [Click-To-Pay Invoices (For Clinics with Payment Processing)]

Email an Invoice 

  1. Navigate to Billing > Invoices and click on the Invoice you want to email. 
  2. Click the Send button at the bottom of the screen. 
    Fusion_Send_Invoice.png

  3. Select the Email option in the Send As field. 
  4. Select a contact associated with the patient in the Recipient field, or select Custom Email and enter a new email address in the Email field. 
  5. Enter a Message (Optional) that will display within the email. 
  6. Click Send Document.
    Fusion_send_document.png

  7. The recipient will receive an email with a summary of the invoice and a link to view and/or pay the invoice online. 
    fusion_kids_therapy_450.png

Click-To-Pay Invoices (For Clinics with Payment Processing)

If you are enrolled in payment processing and allow payment on emailed invoices, your clients can make payments online using the Click-To-Pay link in their invoice email. 

Fusion processes payments using two different secure payment processors: Vantage, and Therapy Brands Pay with Stripe. What your email recipient will see when they click on the link in their email depends on your payment processor. 

NOTE: For payment-related questions, please contact the payments team at 844-311-2570 or payments@therapybrands.com.

How do I know which payment processor Fusion uses for my practice?

Depending on which payment processor your practice is using, click the appropriate tab below to learn about Click-To-Pay Invoices.

Click-To-Pay Invoices - Therapy Brands Pay & Stripe

Clients can click to pay their invoices online. To enable payments from iPhones, clients should go to Settings > Safari and toggle off Prevent Cross-Site Tracking and Block All Cookies.
therapy_brands_pay_settings_safari.png

  1. The recipient will receive an email with a summary of the invoice and click the View and Pay Invoice button to open the invoice online. 

    NOTE: If the Allow Payment on Emailed Invoices option in Clinic Options is turned off, the button will instead only say "View invoice".


    fusion_kids_therapy_450.png

  2. The payer clicks Pay Full Amount to pay the full invoice, or Pay Partial Amount to make a a partial payment. If the payer selects Pay Partial Amount, they are prompted to enter a payment amount. 

    NOTE: To view or print the full invoice, the payer can enter their name or initials and click View Invoice.


    Fusion_stripe_pay_full_amount.png

  3. The payer enters payment information and clicks Submit.
    Fusion_stripe_new_payment_method.png
  4. The payer receives a receipt in their email. 
    Fusion_stripe_receipt.png

Click-To-Pay Invoices - Vantage

  1. Recipients trying to view or download an emailed document or invoice will be asked first for their name or initials.

    Email_Doc_Recp_Name-Initial_Prompt.png

  2. The recipient will receive an email with a summary of the invoice and a link to view the full invoice and pay it.  If the Allow Payment on Emailed Invoices option in Clinic Options is turned off, the button will instead only say "View invoice".

    Invoice_email_pay.png

  3.  Clicking the button in the email will take them to a page where they can view, download, and print the invoice or make a payment.  If the payment option is turned off, the Pay Invoice button will not appear.  If the invoice has expired or been revoked, the View Invoice button will indicate that the document isn't available.

    emailed_invoice_pay.png

  4. Clicking the Pay Invoice button will allow them to make a payment online.
    • The payment will automatically be applied to the invoice in Fusion.
    • They will not be able to pay more than the current balance of the invoice.
    • A payment confirmation will be sent to the email address to which the invoice was emailed.
emailed_invoice_make_payment.png

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