How to:Send Electronic Invoices

To send an Invoice, start by clicking ‘Add New Account’

From the drop down menu, choose ‘Email Contract or Invoice’

From the drop down menu, choose ‘Email Contract or Invoice’

Enter basic information for the recipient of the invoice

Click Continue

Choose ‘Invoice’ from the list of contract types

Enter the Invoice Date and Invoice Due Date. CareCap will automate reminder emails every 7 days until the Invoice Due Date is reached.

You can Add a Personal Message to be included in the invoice.

Add a Name, Price and Quantity for each item in the invoice.

Confirm that the invoice amount is correct

Click Send Invoice to email invoice to customer

The invoice has been sent! We will now look at how easy it is for your customer to pay the invoice

Your customer will receive the invoice instantly in their email inbox

The customer can review and pay their invoice from any computer or mobile device

The customer can pick their payment method

Customer Portal

After entering their payment information, the customer will click ‘Pay Invoice’ to complete the transaction

Customer Portal

Your office receives a confirmation email letting you know the invoice has been paid. The invoice payment will be included in your usual weekly deposit from CareCap. The customer is automatically emailed a receipt for their records.