Q: Can I automatically send invoices to patients after invoice generation in IQ?
A: No, automatic invoice delivery after generation is not currently available in IQ. While the system includes Invoice Templates for customizing invoice emails, fully automated sending after invoice creation is not supported at this time.
Q: What invoice features are available in IQ?
A: IQ currently offers:
Invoice Templates: You can customize invoice email templates sent from the Transactions module
Manual Invoice Sending: Invoices must be sent manually through the system interface
Email Template Customization: Use the Email Templates editor to customize your Invoice/Statement emails
Q: What's the difference between Invoice Templates and automated delivery?
A: Invoice Templates allow you to customize the appearance and content of invoice emails, but they don't automatically send invoices to patients. You still need to manually trigger the sending process for each invoice or statement.
Q: Will automatic invoice delivery be available in the future?
A: Feature development roadmaps can change, so we recommend staying updated through release notes or contacting your Account Manager for information about upcoming features.
Pro Tips / Extra Help
If you need help setting up Invoice Templates to streamline your manual invoice sending process, or if you're looking for alternative workflow solutions, please contact Dazos Support for guidance.