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Invoices for Contacts

View invoices made to a specific contact

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

This article is about how you can view and manage the invoices billed to an external contact. For information on how to bill a contact for a patient invoice, see here.

Note: To view and manage invoices for contacts, you must have a role assigned to you that gives you editing permissions for Contacts and Invoices. For more information on roles, see here.


View a Contact's Invoices

You can view a contact's invoices at any time from the Contacts page:

1. Select the contact who you want to view.

2. Click on the Invoices tab on the left-hand side.

You can now see all the invoices linked to that external contact. You can use the buttons at the top of the list to filter and navigate:

Click the Pay button next to an invoice to pay it off. For information on how to bill a contact for a patient invoice, see here.

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