Viewing an Invoice

To view an invoice in Owl, select a session in the Calendar View, select Payment Actions, and then finally select View Invoice.

You sill see a preview of the invoice in the  Invoice PDF Preview window. From here there are several options you can use to customize the invoice. 

Create Account Summary

By selecting Create Account Summary you can create either an Account Summary or a Session Summary within the date ranges selected in the upper left hand corner.  Simply select your preferred summary type and the and select Next.

From the next screen you can Recipient(s) by selecting the plus icon next to Add Email, Add an Email Message, create a password under Password Protect Emailed PDF, use Send Email, Download, or Print the summary as needed.

Downloading an Invoice

You can download a PDF (Picture Document Format) copy of your invoice by selecting Download from the left hand panel.  This will prompt your browser to download the file to a location based on your browser's settings.

Display Options

Under Display Options you can add optional information to the invoice by selecting Show Next Appointment, Show Client Info, and Show Attendance.  

The ability to show attendance can also be toggled on clinic wide by going to Settings, Practice Details, and under the Financial Documents Tab, you will find the option under Show Attendance.

This can also be achieved on the client level by going to Clients, Contact & Clinical, select the Account Details Tab, then select Edit, and then toggle the option under the Display Attendance on Invoices & Receipts drop down menu.

Version History

You can view previous version of the invoice by selecting from the Version History drop down menu.

License Options

You can choose to display licenses that have been selected for the assigned therapist.  First, ensure that the proper licenses have been assigned by going to Settings, then Therapists, and selecting the desired therapist and selecting Edit.

Under License, select the License Type and enter the required information.  Then select Set as Default.

Finally, in the PDF Preview for the invoice, select the appropriate licenses under License Options.  The licenses will appear at the bottom with the therapist's information.